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
2676
$1.08K ﹤0.01%
24
2677
$1.07K ﹤0.01%
148
-2
2678
$1.06K ﹤0.01%
21
2679
$1.06K ﹤0.01%
24
2680
$1.05K ﹤0.01%
56
-67
2681
$1.04K ﹤0.01%
10
2682
$1.04K ﹤0.01%
50
2683
$1.03K ﹤0.01%
86
2684
$1.03K ﹤0.01%
13
2685
$1.03K ﹤0.01%
200
2686
$1.02K ﹤0.01%
24
-62
2687
$1.02K ﹤0.01%
102
+5
2688
$1.02K ﹤0.01%
100
2689
$1.02K ﹤0.01%
+38
2690
$1.01K ﹤0.01%
24
2691
$997 ﹤0.01%
90
2692
$996 ﹤0.01%
100
-121
2693
$984 ﹤0.01%
100
2694
$975 ﹤0.01%
+63
2695
$966 ﹤0.01%
50
2696
$949 ﹤0.01%
26
+1
2697
$945 ﹤0.01%
107
2698
$938 ﹤0.01%
115
2699
$934 ﹤0.01%
20
2700
$926 ﹤0.01%
50
106 107
108
109 110