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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
3101
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3102
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3103
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3104
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3105
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-975
3106
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3107
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3108
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3109
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3110
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3111
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0
3112
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-1,507
3113
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3114
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3115
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-16
3116
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-300
3117
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3118
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3119
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3120
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3121
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-7,400
3122
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3123
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3124
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-525
3125
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-948
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