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
2276
$5.01K ﹤0.01%
265
2277
$5K ﹤0.01%
200
2278
$4.99K ﹤0.01%
311
2279
$4.99K ﹤0.01%
300
2280
$4.98K ﹤0.01%
882
-900
2281
$4.95K ﹤0.01%
+136
2282
$4.95K ﹤0.01%
+60
2283
$4.93K ﹤0.01%
12
+1
2284
$4.92K ﹤0.01%
650
-29
2285
$4.91K ﹤0.01%
95
2286
$4.91K ﹤0.01%
288
2287
$4.9K ﹤0.01%
+187
2288
$4.89K ﹤0.01%
1,125
-910
2289
$4.89K ﹤0.01%
950
2290
$4.88K ﹤0.01%
140
-2
2291
$4.88K ﹤0.01%
193
2292
$4.79K ﹤0.01%
86
2293
$4.79K ﹤0.01%
2,250
2294
$4.79K ﹤0.01%
1,500
2295
$4.77K ﹤0.01%
110
-266
2296
$4.77K ﹤0.01%
290
2297
$4.71K ﹤0.01%
300
2298
$4.7K ﹤0.01%
546
+346
2299
$4.65K ﹤0.01%
100
2300
$4.65K ﹤0.01%
80
-65
90 91
92
93 94