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
2626
$1.42K ﹤0.01%
65
2627
$1.4K ﹤0.01%
40
2628
$1.4K ﹤0.01%
22
+1
2629
$1.39K ﹤0.01%
23
2630
$1.38K ﹤0.01%
23
2631
$1.35K ﹤0.01%
59
2632
$1.34K ﹤0.01%
5
2633
$1.31K ﹤0.01%
48
-21
2634
$1.31K ﹤0.01%
18
-30
2635
$1.29K ﹤0.01%
39
2636
$1.29K ﹤0.01%
81
2637
$1.28K ﹤0.01%
54
2638
$1.27K ﹤0.01%
130
2639
$1.27K ﹤0.01%
30
-25
2640
$1.26K ﹤0.01%
72
2641
$1.26K ﹤0.01%
30
2642
$1.26K ﹤0.01%
2
2643
$1.25K ﹤0.01%
105
2644
$1.25K ﹤0.01%
56
2645
$1.25K ﹤0.01%
39
2646
$1.25K ﹤0.01%
27
-1
2647
$1.25K ﹤0.01%
16
-22
2648
$1.24K ﹤0.01%
1,711
2649
$1.24K ﹤0.01%
59
+26
2650
$1.24K ﹤0.01%
10
104 105
106
107 108