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
2451
$2.56K ﹤0.01%
70
2452
$2.56K ﹤0.01%
110
2453
$2.54K ﹤0.01%
62
2454
$2.52K ﹤0.01%
200
2455
$2.52K ﹤0.01%
2,000
+600
2456
$2.51K ﹤0.01%
123
+36
2457
$2.5K ﹤0.01%
+59
2458
$2.5K ﹤0.01%
103
-15
2459
$2.5K ﹤0.01%
+73
2460
$2.47K ﹤0.01%
50
2461
$2.47K ﹤0.01%
100
2462
$2.46K ﹤0.01%
65
2463
$2.46K ﹤0.01%
350
2464
$2.46K ﹤0.01%
86
-785
2465
$2.46K ﹤0.01%
36
+9
2466
$2.42K ﹤0.01%
500
2467
$2.42K ﹤0.01%
296
2468
$2.4K ﹤0.01%
36
2469
$2.38K ﹤0.01%
30
2470
$2.37K ﹤0.01%
158
+58
2471
$2.33K ﹤0.01%
91
2472
$2.32K ﹤0.01%
72
+29
2473
$2.32K ﹤0.01%
+226
2474
$2.31K ﹤0.01%
71
2475
$2.31K ﹤0.01%
132
97 98
99
100 101