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
2576
$1.85K ﹤0.01%
50
2577
$1.84K ﹤0.01%
30
2578
$1.82K ﹤0.01%
59
+57
2579
$1.82K ﹤0.01%
600
2580
$1.8K ﹤0.01%
265
2581
$1.79K ﹤0.01%
15
2582
$1.79K ﹤0.01%
+225
2583
$1.79K ﹤0.01%
45
2584
$1.79K ﹤0.01%
40
2585
$1.76K ﹤0.01%
87
2586
$1.74K ﹤0.01%
1,600
2587
$1.74K ﹤0.01%
491
-20
2588
$1.71K ﹤0.01%
300
2589
$1.71K ﹤0.01%
34
2590
$1.7K ﹤0.01%
152
2591
$1.69K ﹤0.01%
304
2592
$1.69K ﹤0.01%
17
-30
2593
$1.67K ﹤0.01%
1
2594
$1.67K ﹤0.01%
53
+15
2595
$1.67K ﹤0.01%
101
+31
2596
$1.66K ﹤0.01%
40
2597
$1.66K ﹤0.01%
240
-20
2598
$1.66K ﹤0.01%
69
2599
$1.66K ﹤0.01%
+600
2600
$1.64K ﹤0.01%
32
102 103
104
105 106