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
$1.83B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,136
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.4M
3
+$13.6M
4
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$12.2M
5
FMAR icon
FT Vest US Equity Buffer ETF March
FMAR
+$8.17M

Top Sells

1
+$8.84M
2
+$8.2M
3
+$5.29M
4
ARKK icon
ARK Innovation ETF
ARKK
+$5.07M
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$4.14M

Sector Composition

1 Technology 5.03%
2 Consumer Staples 2.88%
3 Financials 2.43%
4 Consumer Discretionary 2.23%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2.72K ﹤0.01%
18
2477
$2.72K ﹤0.01%
133
2478
$2.71K ﹤0.01%
350
2479
$2.71K ﹤0.01%
275
2480
$2.7K ﹤0.01%
121
2481
$2.68K ﹤0.01%
51
-20
2482
$2.67K ﹤0.01%
50
2483
$2.65K ﹤0.01%
144
-100
2484
$2.64K ﹤0.01%
148
2485
$2.63K ﹤0.01%
72
+19
2486
$2.63K ﹤0.01%
1,357
2487
$2.63K ﹤0.01%
70
2488
$2.63K ﹤0.01%
100
2489
$2.57K ﹤0.01%
492
-1,250
2490
$2.57K ﹤0.01%
73
2491
$2.56K ﹤0.01%
11
+4
2492
$2.56K ﹤0.01%
30
-42
2493
$2.56K ﹤0.01%
909
+394
2494
$2.54K ﹤0.01%
+9
2495
$2.54K ﹤0.01%
455
2496
$2.51K ﹤0.01%
296
2497
$2.51K ﹤0.01%
150
2498
$2.49K ﹤0.01%
78
-50
2499
$2.47K ﹤0.01%
60
2500
$2.46K ﹤0.01%
135
98 99
100
101 102