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
2301
$4.64K ﹤0.01%
328
2302
$4.63K ﹤0.01%
272
2303
$4.59K ﹤0.01%
250
2304
$4.58K ﹤0.01%
270
-34
2305
$4.58K ﹤0.01%
44
2306
$4.57K ﹤0.01%
107
2307
$4.56K ﹤0.01%
114
+1
2308
$4.56K ﹤0.01%
1,484
+575
2309
$4.55K ﹤0.01%
70
2310
$4.55K ﹤0.01%
528
2311
$4.53K ﹤0.01%
100
2312
$4.52K ﹤0.01%
+29
2313
$4.46K ﹤0.01%
+70
2314
$4.45K ﹤0.01%
71
-10
2315
$4.45K ﹤0.01%
92
2316
$4.44K ﹤0.01%
243
2317
$4.43K ﹤0.01%
261
2318
$4.42K ﹤0.01%
47
2319
$4.4K ﹤0.01%
339
2320
$4.37K ﹤0.01%
195
2321
$4.37K ﹤0.01%
+129
2322
$4.36K ﹤0.01%
42
2323
$4.34K ﹤0.01%
37
+27
2324
$4.33K ﹤0.01%
42
2325
$4.33K ﹤0.01%
40
91 92
93
94 95