HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,188
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$19.5M
3
+$16.6M
4
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$9.62M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.5M

Top Sells

1
+$13.9M
2
+$11.1M
3
+$9.01M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$6.18M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$4.97M

Sector Composition

1 Technology 4.47%
2 Consumer Staples 3.14%
3 Financials 2.6%
4 Healthcare 2.39%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$6.28K ﹤0.01%
246
+19
2152
$6.27K ﹤0.01%
680
+31
2153
$6.24K ﹤0.01%
+261
2154
$6.2K ﹤0.01%
150
2155
$6.19K ﹤0.01%
445
2156
$6.17K ﹤0.01%
580
-200
2157
$6.14K ﹤0.01%
100
2158
$6.13K ﹤0.01%
+575
2159
$6.04K ﹤0.01%
662
2160
$6.01K ﹤0.01%
250
2161
$5.98K ﹤0.01%
565
2162
$5.96K ﹤0.01%
500
2163
$5.95K ﹤0.01%
72
2164
$5.89K ﹤0.01%
192
-1,063
2165
$5.88K ﹤0.01%
162
2166
$5.85K ﹤0.01%
+160
2167
$5.83K ﹤0.01%
112
+17
2168
$5.8K ﹤0.01%
1,100
-500
2169
$5.75K ﹤0.01%
77
-330
2170
$5.72K ﹤0.01%
552
+34
2171
$5.7K ﹤0.01%
100
2172
$5.69K ﹤0.01%
93
+26
2173
$5.68K ﹤0.01%
54
-34
2174
$5.68K ﹤0.01%
60
2175
$5.67K ﹤0.01%
28
-26
85 86
87
88 89