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
2276
$4.13K ﹤0.01%
44
2277
$4.13K ﹤0.01%
163
2278
$4.11K ﹤0.01%
+160
2279
$4.11K ﹤0.01%
42
+1
2280
$4.08K ﹤0.01%
133
2281
$4.08K ﹤0.01%
124
-129
2282
$4.06K ﹤0.01%
159
2283
$4.06K ﹤0.01%
420
-280
2284
$4.04K ﹤0.01%
367
+224
2285
$4.01K ﹤0.01%
192
+67
2286
$4K ﹤0.01%
57
2287
$4K ﹤0.01%
+203
2288
$4K ﹤0.01%
150
2289
$3.99K ﹤0.01%
32
+28
2290
$3.97K ﹤0.01%
+38
2291
$3.94K ﹤0.01%
250
-33
2292
$3.94K ﹤0.01%
716
+294
2293
$3.94K ﹤0.01%
+92
2294
$3.93K ﹤0.01%
+50
2295
$3.93K ﹤0.01%
1,000
2296
$3.92K ﹤0.01%
53
-8
2297
$3.91K ﹤0.01%
690
2298
$3.9K ﹤0.01%
107
-333
2299
$3.89K ﹤0.01%
2,250
+800
2300
$3.88K ﹤0.01%
250
90 91
92
93 94