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
2926
$90 ﹤0.01%
14
2927
$89 ﹤0.01%
2
2928
$89 ﹤0.01%
1
2929
$85 ﹤0.01%
100
2930
$82 ﹤0.01%
20
2931
$82 ﹤0.01%
1
-8
2932
$82 ﹤0.01%
2
2933
$81 ﹤0.01%
7
2934
$80 ﹤0.01%
115
2935
$79 ﹤0.01%
2
2936
$78 ﹤0.01%
51
2937
$73 ﹤0.01%
140
2938
$72 ﹤0.01%
5
2939
$71 ﹤0.01%
14
2940
$69 ﹤0.01%
2
2941
$69 ﹤0.01%
2
2942
$67 ﹤0.01%
4
2943
$66 ﹤0.01%
40
2944
$64 ﹤0.01%
33
2945
$64 ﹤0.01%
38
2946
$63 ﹤0.01%
75
2947
$59 ﹤0.01%
2
2948
$58 ﹤0.01%
10
2949
$57 ﹤0.01%
1
2950
$57 ﹤0.01%
10
116 117
118
119 120