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
2251
$4.58K ﹤0.01%
115
+70
2252
$4.57K ﹤0.01%
278
-19
2253
$4.56K ﹤0.01%
280
+230
2254
$4.54K ﹤0.01%
+47
2255
$4.52K ﹤0.01%
100
2256
$4.51K ﹤0.01%
250
2257
$4.48K ﹤0.01%
364
-50
2258
$4.44K ﹤0.01%
42
+2
2259
$4.43K ﹤0.01%
100
-150
2260
$4.37K ﹤0.01%
+126
2261
$4.35K ﹤0.01%
244
-20
2262
$4.34K ﹤0.01%
+150
2263
$4.33K ﹤0.01%
488
+26
2264
$4.32K ﹤0.01%
930
2265
$4.31K ﹤0.01%
+148
2266
$4.3K ﹤0.01%
+47
2267
$4.28K ﹤0.01%
50
2268
$4.26K ﹤0.01%
57
+56
2269
$4.25K ﹤0.01%
134
-117
2270
$4.24K ﹤0.01%
+490
2271
$4.23K ﹤0.01%
328
2272
$4.22K ﹤0.01%
96
2273
$4.21K ﹤0.01%
380
+100
2274
$4.2K ﹤0.01%
107
-88
2275
$4.17K ﹤0.01%
+650
89 90
91
92 93