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
2226
$5.83K ﹤0.01%
20
2227
$5.83K ﹤0.01%
150
2228
$5.81K ﹤0.01%
162
2229
$5.8K ﹤0.01%
582
-1,265
2230
$5.79K ﹤0.01%
25
-22
2231
$5.79K ﹤0.01%
300
2232
$5.75K ﹤0.01%
115
2233
$5.75K ﹤0.01%
32
2234
$5.75K ﹤0.01%
156
-59
2235
$5.75K ﹤0.01%
576
+14
2236
$5.74K ﹤0.01%
151
+25
2237
$5.68K ﹤0.01%
188
2238
$5.68K ﹤0.01%
280
2239
$5.66K ﹤0.01%
202
-366
2240
$5.66K ﹤0.01%
191
2241
$5.65K ﹤0.01%
625
2242
$5.65K ﹤0.01%
22
2243
$5.62K ﹤0.01%
235
+2
2244
$5.62K ﹤0.01%
1,448
+17
2245
$5.58K ﹤0.01%
130
+1
2246
$5.58K ﹤0.01%
192
+7
2247
$5.54K ﹤0.01%
100
2248
$5.53K ﹤0.01%
1,159
+159
2249
$5.5K ﹤0.01%
30
-15
2250
$5.49K ﹤0.01%
450
-880
88 89
90
91 92