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
2501
$2.46K ﹤0.01%
6
2502
$2.44K ﹤0.01%
213
+8
2503
$2.43K ﹤0.01%
500
2504
$2.42K ﹤0.01%
+3
2505
$2.42K ﹤0.01%
141
2506
$2.4K ﹤0.01%
70
2507
$2.4K ﹤0.01%
140
2508
$2.4K ﹤0.01%
200
2509
$2.4K ﹤0.01%
500
2510
$2.38K ﹤0.01%
44
-122
2511
$2.38K ﹤0.01%
+262
2512
$2.37K ﹤0.01%
40
2513
$2.36K ﹤0.01%
40
+8
2514
$2.36K ﹤0.01%
196
-803
2515
$2.36K ﹤0.01%
200
2516
$2.36K ﹤0.01%
132
+3
2517
$2.35K ﹤0.01%
124
+7
2518
$2.33K ﹤0.01%
102
2519
$2.32K ﹤0.01%
96
2520
$2.31K ﹤0.01%
243
2521
$2.31K ﹤0.01%
132
2522
$2.3K ﹤0.01%
133
2523
$2.28K ﹤0.01%
100
2524
$2.27K ﹤0.01%
102
-1
2525
$2.27K ﹤0.01%
500
99 100
101
102 103