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
2351
$3.47K ﹤0.01%
192
2352
$3.45K ﹤0.01%
+1,000
2353
$3.45K ﹤0.01%
1,357
2354
$3.44K ﹤0.01%
106
+96
2355
$3.44K ﹤0.01%
403
-46
2356
$3.43K ﹤0.01%
+67
2357
$3.42K ﹤0.01%
63
-309
2358
$3.4K ﹤0.01%
24
2359
$3.4K ﹤0.01%
184
+138
2360
$3.39K ﹤0.01%
305
-169
2361
$3.39K ﹤0.01%
16
2362
$3.39K ﹤0.01%
+86
2363
$3.38K ﹤0.01%
120
+50
2364
$3.37K ﹤0.01%
52
2365
$3.37K ﹤0.01%
321
-25
2366
$3.37K ﹤0.01%
34
2367
$3.37K ﹤0.01%
+60
2368
$3.36K ﹤0.01%
117
+59
2369
$3.35K ﹤0.01%
100
2370
$3.32K ﹤0.01%
53
+2
2371
$3.31K ﹤0.01%
61
+37
2372
$3.3K ﹤0.01%
71
2373
$3.28K ﹤0.01%
6
+2
2374
$3.25K ﹤0.01%
+50
2375
$3.24K ﹤0.01%
45
+8
93 94
95
96 97