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
2826
$423 ﹤0.01%
2
2827
$414 ﹤0.01%
35
2828
$413 ﹤0.01%
19
2829
$403 ﹤0.01%
+101
2830
$400 ﹤0.01%
3
-6
2831
$393 ﹤0.01%
22
2832
$391 ﹤0.01%
1
2833
$374 ﹤0.01%
7
2834
$373 ﹤0.01%
59
2835
$372 ﹤0.01%
17
2836
$368 ﹤0.01%
23
2837
$366 ﹤0.01%
5
2838
$365 ﹤0.01%
80
2839
$352 ﹤0.01%
33
2840
$347 ﹤0.01%
23
+2
2841
$343 ﹤0.01%
14
2842
$337 ﹤0.01%
17
2843
$327 ﹤0.01%
20
2844
$326 ﹤0.01%
4
-18
2845
$321 ﹤0.01%
8
2846
$318 ﹤0.01%
10
2847
$311 ﹤0.01%
105
2848
$310 ﹤0.01%
1
-4
2849
$305 ﹤0.01%
187
2850
$301 ﹤0.01%
245
112 113
114
115 116