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
2326
$4.32K ﹤0.01%
22
2327
$4.27K ﹤0.01%
119
-69
2328
$4.26K ﹤0.01%
140
2329
$4.26K ﹤0.01%
50
2330
$4.24K ﹤0.01%
40
2331
$4.24K ﹤0.01%
+80
2332
$4.24K ﹤0.01%
+300
2333
$4.24K ﹤0.01%
196
2334
$4.23K ﹤0.01%
94
2335
$4.21K ﹤0.01%
100
2336
$4.19K ﹤0.01%
421
2337
$4.17K ﹤0.01%
106
2338
$4.15K ﹤0.01%
498
2339
$4.12K ﹤0.01%
150
2340
$4.12K ﹤0.01%
108
+1
2341
$4.1K ﹤0.01%
163
-188
2342
$4.09K ﹤0.01%
305
2343
$4.08K ﹤0.01%
150
2344
$4.07K ﹤0.01%
168
-16
2345
$4.07K ﹤0.01%
500
2346
$4.06K ﹤0.01%
116
-266
2347
$4.06K ﹤0.01%
160
2348
$4.06K ﹤0.01%
124
-30
2349
$4.06K ﹤0.01%
50
2350
$4.05K ﹤0.01%
85
92 93
94
95 96