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HI

Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$19.5M
2
+$19M
3
+$13.4M
4
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$12M
5
FMAR icon
FT Vest US Equity Buffer ETF March
FMAR
+$7.91M

Top Sells

1
+$8.64M
2
+$8.04M
3
+$5.23M
4
ARKK icon
ARK Innovation ETF
ARKK
+$4.81M
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$4.18M

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
2976
$19 ﹤0.01%
53
2977
$18 ﹤0.01%
1
2978
$18 ﹤0.01%
20
2979
– –
0
2980
$11 ﹤0.01%
7
2981
$11 ﹤0.01%
75
2982
– –
0
2983
– –
0
2984
– –
0
2985
$9 ﹤0.01%
+25
2986
– –
0
2987
$7 ﹤0.01%
1
2988
$7 ﹤0.01%
2
2989
– –
0
2990
$5 ﹤0.01%
2
2991
$3 ﹤0.01%
1
2992
– –
-2
2993
– –
0
2994
– –
0
2995
– –
-836
2996
– –
-460
2997
– –
-59
2998
– –
-2
2999
– –
-2,200
3000
– –
-5,600
118 119
120
121 122