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
2876
$190 ﹤0.01%
6
2877
$188 ﹤0.01%
6
2878
$184 ﹤0.01%
7
2879
$182 ﹤0.01%
6
2880
$181 ﹤0.01%
20
2881
$180 ﹤0.01%
150
2882
$179 ﹤0.01%
30
-105
2883
$171 ﹤0.01%
2
2884
$169 ﹤0.01%
5
2885
$167 ﹤0.01%
10
2886
$166 ﹤0.01%
+28
2887
$165 ﹤0.01%
26
2888
$162 ﹤0.01%
10
2889
$162 ﹤0.01%
7
2890
$160 ﹤0.01%
5
-103
2891
$157 ﹤0.01%
16
-10
2892
$154 ﹤0.01%
13
2893
$151 ﹤0.01%
50
2894
$145 ﹤0.01%
2
2895
$143 ﹤0.01%
1
2896
$143 ﹤0.01%
+2
2897
$143 ﹤0.01%
1
2898
$141 ﹤0.01%
41
2899
$140 ﹤0.01%
4
-39
2900
$138 ﹤0.01%
2
-33
114 115
116
117 118