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
2351
$4.04K ﹤0.01%
119
+11
2352
$4.04K ﹤0.01%
315
2353
$4K ﹤0.01%
163
2354
$4K ﹤0.01%
107
+86
2355
$3.99K ﹤0.01%
192
2356
$3.98K ﹤0.01%
956
+46
2357
$3.96K ﹤0.01%
176
2358
$3.96K ﹤0.01%
33
+5
2359
$3.91K ﹤0.01%
151
2360
$3.9K ﹤0.01%
+44
2361
$3.9K ﹤0.01%
45
2362
$3.89K ﹤0.01%
36
2363
$3.87K ﹤0.01%
263
2364
$3.85K ﹤0.01%
300
2365
$3.83K ﹤0.01%
35
2366
$3.82K ﹤0.01%
200
2367
$3.81K ﹤0.01%
216
-62
2368
$3.81K ﹤0.01%
333
2369
$3.8K ﹤0.01%
85
2370
$3.79K ﹤0.01%
405
2371
$3.77K ﹤0.01%
500
2372
$3.75K ﹤0.01%
75
2373
$3.73K ﹤0.01%
500
2374
$3.72K ﹤0.01%
374
-269
2375
$3.61K ﹤0.01%
100
93 94
95
96 97