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
2651
$1.23K ﹤0.01%
80
+1
2652
$1.23K ﹤0.01%
7
2653
$1.23K ﹤0.01%
196
2654
$1.23K ﹤0.01%
48
2655
$1.22K ﹤0.01%
50
2656
$1.21K ﹤0.01%
120
2657
$1.2K ﹤0.01%
12
2658
$1.2K ﹤0.01%
103
+1
2659
$1.2K ﹤0.01%
13
2660
$1.2K ﹤0.01%
200
2661
$1.19K ﹤0.01%
37
2662
$1.19K ﹤0.01%
100
2663
$1.19K ﹤0.01%
4
2664
$1.17K ﹤0.01%
12
2665
$1.17K ﹤0.01%
24
2666
$1.17K ﹤0.01%
73
+71
2667
$1.15K ﹤0.01%
+18
2668
$1.15K ﹤0.01%
26
2669
$1.14K ﹤0.01%
47
-44
2670
$1.14K ﹤0.01%
1,509
2671
$1.13K ﹤0.01%
225
2672
$1.12K ﹤0.01%
11
+8
2673
$1.11K ﹤0.01%
11
2674
$1.11K ﹤0.01%
22
2675
$1.1K ﹤0.01%
1,000
105 106
107
108 109