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
251
$1.41M 0.08%
37,082
-291
252
$1.4M 0.08%
14,432
+2,149
253
$1.39M 0.08%
6,971
+396
254
$1.38M 0.08%
6,854
+1,109
255
$1.36M 0.07%
9,201
-585
256
$1.36M 0.07%
54,837
-7,759
257
$1.36M 0.07%
8,749
-397
258
$1.36M 0.07%
28,341
+720
259
$1.34M 0.07%
15,282
-1,668
260
$1.34M 0.07%
23,628
+190
261
$1.34M 0.07%
13,274
+51
262
$1.33M 0.07%
47,078
+1,815
263
$1.33M 0.07%
33,745
+2,523
264
$1.32M 0.07%
23,355
-1,695
265
$1.32M 0.07%
42,643
+17,499
266
$1.32M 0.07%
25,967
+4,572
267
$1.31M 0.07%
+44,303
268
$1.31M 0.07%
9,416
+3,636
269
$1.27M 0.07%
59,605
+70
270
$1.26M 0.07%
55,970
+26,270
271
$1.24M 0.07%
18,102
-564
272
$1.24M 0.07%
56,688
+4,528
273
$1.23M 0.07%
11,726
-494
274
$1.21M 0.07%
9,467
+150
275
$1.2M 0.07%
36,759
-7,599
9 10
11
12 13