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
2301
$3.87K ﹤0.01%
150
-267
2302
$3.85K ﹤0.01%
100
2303
$3.85K ﹤0.01%
200
2304
$3.85K ﹤0.01%
+151
2305
$3.83K ﹤0.01%
16
2306
$3.83K ﹤0.01%
73
2307
$3.81K ﹤0.01%
154
-3
2308
$3.8K ﹤0.01%
94
2309
$3.78K ﹤0.01%
100
2310
$3.78K ﹤0.01%
128
-309
2311
$3.78K ﹤0.01%
+220
2312
$3.77K ﹤0.01%
35
-107
2313
$3.76K ﹤0.01%
+155
2314
$3.76K ﹤0.01%
200
2315
$3.75K ﹤0.01%
625
2316
$3.75K ﹤0.01%
124
2317
$3.75K ﹤0.01%
956
2318
$3.74K ﹤0.01%
100
2319
$3.74K ﹤0.01%
40
2320
$3.74K ﹤0.01%
315
2321
$3.73K ﹤0.01%
+100
2322
$3.73K ﹤0.01%
300
2323
$3.72K ﹤0.01%
+72
2324
$3.72K ﹤0.01%
+142
2325
$3.7K ﹤0.01%
+132
91 92
93
94 95