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
2326
$3.69K ﹤0.01%
48
+18
2327
$3.69K ﹤0.01%
86
-409
2328
$3.68K ﹤0.01%
+193
2329
$3.67K ﹤0.01%
100
-700
2330
$3.66K ﹤0.01%
176
2331
$3.66K ﹤0.01%
+151
2332
$3.66K ﹤0.01%
+300
2333
$3.64K ﹤0.01%
+500
2334
$3.63K ﹤0.01%
212
2335
$3.62K ﹤0.01%
555
2336
$3.61K ﹤0.01%
14
+7
2337
$3.6K ﹤0.01%
283
-65
2338
$3.6K ﹤0.01%
+64
2339
$3.6K ﹤0.01%
108
+103
2340
$3.59K ﹤0.01%
33
2341
$3.58K ﹤0.01%
100
2342
$3.58K ﹤0.01%
50
2343
$3.56K ﹤0.01%
80
+1
2344
$3.53K ﹤0.01%
24
-230
2345
$3.5K ﹤0.01%
+200
2346
$3.5K ﹤0.01%
108
+2
2347
$3.5K ﹤0.01%
+60
2348
$3.5K ﹤0.01%
60
+2
2349
$3.49K ﹤0.01%
138
2350
$3.48K ﹤0.01%
+40
92 93
94
95 96