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
2601
$1.64K ﹤0.01%
57
2602
$1.64K ﹤0.01%
26
2603
$1.6K ﹤0.01%
200
-193
2604
$1.58K ﹤0.01%
+34
2605
$1.57K ﹤0.01%
120
2606
$1.57K ﹤0.01%
439
2607
$1.57K ﹤0.01%
22
2608
$1.56K ﹤0.01%
8
-10
2609
$1.56K ﹤0.01%
19
+1
2610
$1.54K ﹤0.01%
29
-12
2611
$1.53K ﹤0.01%
50
2612
$1.52K ﹤0.01%
215
2613
$1.51K ﹤0.01%
21
2614
$1.5K ﹤0.01%
58
2615
$1.5K ﹤0.01%
250
2616
$1.49K ﹤0.01%
50
2617
$1.49K ﹤0.01%
184
2618
$1.49K ﹤0.01%
+73
2619
$1.48K ﹤0.01%
295
-1,000
2620
$1.48K ﹤0.01%
60
2621
$1.47K ﹤0.01%
30
2622
$1.46K ﹤0.01%
+600
2623
$1.45K ﹤0.01%
128
2624
$1.44K ﹤0.01%
104
-71
2625
$1.42K ﹤0.01%
+44
103 104
105
106 107