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
2226
$4.89K ﹤0.01%
563
2227
$4.87K ﹤0.01%
265
2228
$4.85K ﹤0.01%
1,358
2229
$4.84K ﹤0.01%
+590
2230
$4.81K ﹤0.01%
100
2231
$4.8K ﹤0.01%
400
-19,269
2232
$4.8K ﹤0.01%
+952
2233
$4.8K ﹤0.01%
+840
2234
$4.8K ﹤0.01%
192
2235
$4.79K ﹤0.01%
367
2236
$4.76K ﹤0.01%
50
2237
$4.75K ﹤0.01%
288
2238
$4.74K ﹤0.01%
243
2239
$4.72K ﹤0.01%
111
-158
2240
$4.71K ﹤0.01%
140
2241
$4.7K ﹤0.01%
+570
2242
$4.68K ﹤0.01%
81
-500
2243
$4.68K ﹤0.01%
28
-3,431
2244
$4.65K ﹤0.01%
113
-15
2245
$4.63K ﹤0.01%
+420
2246
$4.63K ﹤0.01%
500
+300
2247
$4.63K ﹤0.01%
97
2248
$4.62K ﹤0.01%
+305
2249
$4.58K ﹤0.01%
175
+1
2250
$4.58K ﹤0.01%
+202
88 89
90
91 92