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
2201
$6.38K ﹤0.01%
260
2202
$6.35K ﹤0.01%
445
2203
$6.35K ﹤0.01%
155
2204
$6.3K ﹤0.01%
160
2205
$6.28K ﹤0.01%
167
+18
2206
$6.27K ﹤0.01%
1,000
+800
2207
$6.25K ﹤0.01%
750
-650
2208
$6.25K ﹤0.01%
100
2209
$6.16K ﹤0.01%
53
-55
2210
$6.15K ﹤0.01%
66
2211
$6.14K ﹤0.01%
100
2212
$6.14K ﹤0.01%
281
-146
2213
$6.14K ﹤0.01%
1,237
2214
$6.11K ﹤0.01%
100
2215
$6.1K ﹤0.01%
193
-154
2216
$6.1K ﹤0.01%
+50
2217
$6.08K ﹤0.01%
500
-1,016
2218
$6.07K ﹤0.01%
164
2219
$5.98K ﹤0.01%
339
2220
$5.95K ﹤0.01%
170
2221
$5.91K ﹤0.01%
100
2222
$5.9K ﹤0.01%
485
+18
2223
$5.89K ﹤0.01%
208
+70
2224
$5.88K ﹤0.01%
96
-50
2225
$5.87K ﹤0.01%
112
87 88
89
90 91