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
2376
$3.23K ﹤0.01%
14
+12
2377
$3.21K ﹤0.01%
90
-32
2378
$3.2K ﹤0.01%
+56
2379
$3.2K ﹤0.01%
52
+49
2380
$3.2K ﹤0.01%
+100
2381
$3.19K ﹤0.01%
+170
2382
$3.18K ﹤0.01%
98
+93
2383
$3.18K ﹤0.01%
200
2384
$3.17K ﹤0.01%
70
2385
$3.17K ﹤0.01%
304
2386
$3.16K ﹤0.01%
+29
2387
$3.16K ﹤0.01%
+298
2388
$3.15K ﹤0.01%
300
2389
$3.15K ﹤0.01%
393
2390
$3.15K ﹤0.01%
300
2391
$3.14K ﹤0.01%
+525
2392
$3.1K ﹤0.01%
150
2393
$3.08K ﹤0.01%
50
2394
$3.08K ﹤0.01%
+50
2395
$3.08K ﹤0.01%
114
-8,921
2396
$3.06K ﹤0.01%
58
+1
2397
$3.06K ﹤0.01%
293
+5
2398
$3.04K ﹤0.01%
70
2399
$3.04K ﹤0.01%
+17
2400
$3.03K ﹤0.01%
50
94 95
96
97 98