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
2376
$3.57K ﹤0.01%
47
2377
$3.57K ﹤0.01%
315
-6
2378
$3.56K ﹤0.01%
60
2379
$3.55K ﹤0.01%
182
2380
$3.54K ﹤0.01%
+95
2381
$3.52K ﹤0.01%
35
-75
2382
$3.51K ﹤0.01%
50
2383
$3.51K ﹤0.01%
+61
2384
$3.5K ﹤0.01%
300
-2,311
2385
$3.47K ﹤0.01%
26
-4
2386
$3.46K ﹤0.01%
78
2387
$3.45K ﹤0.01%
293
2388
$3.45K ﹤0.01%
40
2389
$3.44K ﹤0.01%
60
2390
$3.43K ﹤0.01%
492
2391
$3.43K ﹤0.01%
200
2392
$3.41K ﹤0.01%
120
2393
$3.4K ﹤0.01%
148
-799
2394
$3.39K ﹤0.01%
50
2395
$3.39K ﹤0.01%
10
2396
$3.38K ﹤0.01%
14
2397
$3.38K ﹤0.01%
560
2398
$3.37K ﹤0.01%
410
-80
2399
$3.37K ﹤0.01%
130
2400
$3.36K ﹤0.01%
+40
94 95
96
97 98