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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
3001
– –
-3,500
3002
– –
-3,820
3003
– –
-7,000
3004
– –
-65
3005
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-24
3006
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-96
3007
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-61
3008
– –
-1,000
3009
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-38
3010
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-25
3011
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-164
3012
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-100
3013
– –
-24
3014
– –
-17
3015
– –
-17
3016
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-12
3017
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-200
3018
– –
-31
3019
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-17
3020
– –
-29
3021
– –
-656
3022
– –
-36
3023
– –
-48
3024
– –
-2
3025
– –
-6
119 120
121
122 123