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
2426
$3.06K ﹤0.01%
+800
2427
$3.04K ﹤0.01%
142
2428
$3.04K ﹤0.01%
242
-365
2429
$3.04K ﹤0.01%
98
2430
$3.03K ﹤0.01%
70
2431
$3.03K ﹤0.01%
150
2432
$3.02K ﹤0.01%
300
2433
$3.02K ﹤0.01%
+59
2434
$3.01K ﹤0.01%
62
-44
2435
$2.99K ﹤0.01%
385
2436
$2.95K ﹤0.01%
95
+20
2437
$2.94K ﹤0.01%
200
2438
$2.91K ﹤0.01%
+112
2439
$2.91K ﹤0.01%
15
2440
$2.9K ﹤0.01%
192
2441
$2.9K ﹤0.01%
23
2442
$2.9K ﹤0.01%
546
-9
2443
$2.86K ﹤0.01%
110
2444
$2.85K ﹤0.01%
534
-107
2445
$2.84K ﹤0.01%
71
+1
2446
$2.84K ﹤0.01%
455
2447
$2.83K ﹤0.01%
24
-12
2448
$2.82K ﹤0.01%
44
2449
$2.81K ﹤0.01%
144
2450
$2.81K ﹤0.01%
75
+3
96 97
98
99 100