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
2426
$2.82K ﹤0.01%
+200
2427
$2.82K ﹤0.01%
100
2428
$2.8K ﹤0.01%
142
-175
2429
$2.79K ﹤0.01%
+48
2430
$2.77K ﹤0.01%
3,434
2431
$2.76K ﹤0.01%
122
-578
2432
$2.76K ﹤0.01%
275
2433
$2.75K ﹤0.01%
+15
2434
$2.75K ﹤0.01%
200
2435
$2.75K ﹤0.01%
85
2436
$2.74K ﹤0.01%
+200
2437
$2.73K ﹤0.01%
140
2438
$2.72K ﹤0.01%
53
2439
$2.71K ﹤0.01%
+205
2440
$2.71K ﹤0.01%
+318
2441
$2.7K ﹤0.01%
31
2442
$2.69K ﹤0.01%
7
2443
$2.68K ﹤0.01%
133
-12,043
2444
$2.67K ﹤0.01%
260
-182
2445
$2.67K ﹤0.01%
13
2446
$2.65K ﹤0.01%
+91
2447
$2.62K ﹤0.01%
39
+38
2448
$2.59K ﹤0.01%
+150
2449
$2.58K ﹤0.01%
3,500
-200
2450
$2.56K ﹤0.01%
186
+1
96 97
98
99 100