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
2701
$924 ﹤0.01%
168
2702
$915 ﹤0.01%
100
+77
2703
$906 ﹤0.01%
38
2704
$906 ﹤0.01%
28
2705
$899 ﹤0.01%
29
2706
$899 ﹤0.01%
21
2707
$887 ﹤0.01%
62
2708
$883 ﹤0.01%
22
2709
$880 ﹤0.01%
200
2710
$875 ﹤0.01%
37
2711
$874 ﹤0.01%
38
2712
$866 ﹤0.01%
12
2713
$845 ﹤0.01%
160
2714
$845 ﹤0.01%
85
2715
$835 ﹤0.01%
+7
2716
$835 ﹤0.01%
14
-3
2717
$830 ﹤0.01%
10
+1
2718
$827 ﹤0.01%
6
2719
$818 ﹤0.01%
9
2720
$813 ﹤0.01%
100
2721
$810 ﹤0.01%
10
2722
$810 ﹤0.01%
6
2723
$808 ﹤0.01%
16
+7
2724
$806 ﹤0.01%
10
2725
$803 ﹤0.01%
11
107 108
109
110 111