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
2551
$2K ﹤0.01%
216
-151
2552
$2K ﹤0.01%
+48
2553
$2K ﹤0.01%
210
+192
2554
$2K ﹤0.01%
66
+1
2555
$1.99K ﹤0.01%
30
2556
$1.98K ﹤0.01%
100
2557
$1.98K ﹤0.01%
163
2558
$1.97K ﹤0.01%
100
2559
$1.97K ﹤0.01%
56
2560
$1.95K ﹤0.01%
100
2561
$1.95K ﹤0.01%
15
2562
$1.95K ﹤0.01%
290
-113
2563
$1.94K ﹤0.01%
70
2564
$1.94K ﹤0.01%
50
-150
2565
$1.92K ﹤0.01%
120
2566
$1.91K ﹤0.01%
60
2567
$1.9K ﹤0.01%
23
2568
$1.9K ﹤0.01%
+49
2569
$1.89K ﹤0.01%
43
2570
$1.88K ﹤0.01%
+1,000
2571
$1.88K ﹤0.01%
544
2572
$1.86K ﹤0.01%
70
2573
$1.86K ﹤0.01%
12
2574
$1.85K ﹤0.01%
16
2575
$1.85K ﹤0.01%
+800
101 102
103
104 105