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
2526
$2.26K ﹤0.01%
30
2527
$2.23K ﹤0.01%
200
2528
$2.22K ﹤0.01%
275
2529
$2.22K ﹤0.01%
49
2530
$2.21K ﹤0.01%
75
2531
$2.21K ﹤0.01%
210
2532
$2.19K ﹤0.01%
158
2533
$2.18K ﹤0.01%
269
2534
$2.17K ﹤0.01%
70
2535
$2.16K ﹤0.01%
78
2536
$2.16K ﹤0.01%
200
2537
$2.15K ﹤0.01%
75
2538
$2.14K ﹤0.01%
318
2539
$2.13K ﹤0.01%
36
2540
$2.11K ﹤0.01%
553
+8
2541
$2.11K ﹤0.01%
116
2542
$2.1K ﹤0.01%
64
2543
$2.1K ﹤0.01%
+100
2544
$2.09K ﹤0.01%
59
2545
$2.09K ﹤0.01%
71
2546
$2.08K ﹤0.01%
186
2547
$2.07K ﹤0.01%
490
2548
$2.06K ﹤0.01%
58
2549
$2.05K ﹤0.01%
125
2550
$2.03K ﹤0.01%
100
100 101
102
103 104