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
2451
$2.8K ﹤0.01%
133
2452
$2.8K ﹤0.01%
13
-93
2453
$2.79K ﹤0.01%
124
2454
$2.79K ﹤0.01%
50
+38
2455
$2.77K ﹤0.01%
100
2456
$2.75K ﹤0.01%
62
2457
$2.75K ﹤0.01%
50
-100
2458
$2.75K ﹤0.01%
93
-107
2459
$2.73K ﹤0.01%
600
2460
$2.72K ﹤0.01%
30
2461
$2.7K ﹤0.01%
57
2462
$2.69K ﹤0.01%
100
2463
$2.67K ﹤0.01%
100
-21
2464
$2.66K ﹤0.01%
135
+128
2465
$2.65K ﹤0.01%
73
2466
$2.64K ﹤0.01%
70
2467
$2.63K ﹤0.01%
47
-4
2468
$2.62K ﹤0.01%
2
2469
$2.62K ﹤0.01%
78
2470
$2.6K ﹤0.01%
21
+6
2471
$2.6K ﹤0.01%
72
-4,566
2472
$2.58K ﹤0.01%
100
2473
$2.56K ﹤0.01%
100
2474
$2.54K ﹤0.01%
27
+8
2475
$2.54K ﹤0.01%
+72
97 98
99
100 101