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
$2.02B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,165
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$6.94M
3
+$6.15M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$5.77M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.26M

Top Sells

1
+$6.38M
2
+$5.39M
3
+$5.22M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.13M
5
GRID icon
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$3.15M

Sector Composition

1 Technology 5.07%
2 Consumer Staples 2.63%
3 Financials 2.33%
4 Consumer Discretionary 2.16%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$7.53K ﹤0.01%
45
2152
$7.51K ﹤0.01%
62
+5
2153
$7.5K ﹤0.01%
227
+4
2154
$7.46K ﹤0.01%
200
-5
2155
$7.42K ﹤0.01%
340
-100
2156
$7.4K ﹤0.01%
167
+74
2157
$7.39K ﹤0.01%
66
+8
2158
$7.38K ﹤0.01%
+280
2159
$7.37K ﹤0.01%
4,850
2160
$7.36K ﹤0.01%
129
2161
$7.36K ﹤0.01%
52
-90
2162
$7.34K ﹤0.01%
1,110
+24
2163
$7.33K ﹤0.01%
1,017
+33
2164
$7.32K ﹤0.01%
239
2165
$7.31K ﹤0.01%
4,687
-671
2166
$7.31K ﹤0.01%
443
2167
$7.29K ﹤0.01%
187
+161
2168
$7.29K ﹤0.01%
1,066
2169
$7.27K ﹤0.01%
386
-1,287
2170
$7.22K ﹤0.01%
266
-161
2171
$7.14K ﹤0.01%
+36
2172
$7.12K ﹤0.01%
207
+65
2173
$7.12K ﹤0.01%
19
-69
2174
$7.1K ﹤0.01%
250
2175
$7.08K ﹤0.01%
400
85 86
87
88 89