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
2401
$3.01K ﹤0.01%
+71
2402
$3.01K ﹤0.01%
1,000
2403
$3.01K ﹤0.01%
38
+27
2404
$3K ﹤0.01%
66
2405
$2.99K ﹤0.01%
31
+18
2406
$2.99K ﹤0.01%
57
2407
$2.98K ﹤0.01%
555
-178
2408
$2.97K ﹤0.01%
70
2409
$2.96K ﹤0.01%
78
+19
2410
$2.96K ﹤0.01%
30
2411
$2.95K ﹤0.01%
18
2412
$2.92K ﹤0.01%
95
2413
$2.92K ﹤0.01%
385
2414
$2.92K ﹤0.01%
119
-57
2415
$2.89K ﹤0.01%
+2
2416
$2.88K ﹤0.01%
+102
2417
$2.88K ﹤0.01%
200
2418
$2.88K ﹤0.01%
23
+18
2419
$2.88K ﹤0.01%
263
-791
2420
$2.87K ﹤0.01%
121
2421
$2.86K ﹤0.01%
36
2422
$2.85K ﹤0.01%
+6
2423
$2.83K ﹤0.01%
18
+9
2424
$2.83K ﹤0.01%
511
-200
2425
$2.83K ﹤0.01%
455
+395
95 96
97
98 99