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
2176
$5.66K ﹤0.01%
188
2177
$5.66K ﹤0.01%
1,265
-20
2178
$5.65K ﹤0.01%
200
2179
$5.65K ﹤0.01%
24
2180
$5.65K ﹤0.01%
112
2181
$5.61K ﹤0.01%
188
-137
2182
$5.61K ﹤0.01%
500
-575
2183
$5.59K ﹤0.01%
100
2184
$5.56K ﹤0.01%
1,359
-500
2185
$5.54K ﹤0.01%
1,879
+748
2186
$5.51K ﹤0.01%
300
2187
$5.5K ﹤0.01%
+1,890
2188
$5.43K ﹤0.01%
156
+1
2189
$5.42K ﹤0.01%
298
+117
2190
$5.42K ﹤0.01%
50
2191
$5.41K ﹤0.01%
115
2192
$5.38K ﹤0.01%
32
2193
$5.36K ﹤0.01%
71
+8
2194
$5.34K ﹤0.01%
100
2195
$5.29K ﹤0.01%
175
2196
$5.28K ﹤0.01%
45
2197
$5.25K ﹤0.01%
128
+56
2198
$5.24K ﹤0.01%
162
+28
2199
$5.23K ﹤0.01%
25
2200
$5.22K ﹤0.01%
950
86 87
88
89 90