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
26
$10.5M 0.58%
25,757
-1,558
27
$10.4M 0.57%
115,222
+70,582
28
$9.77M 0.53%
297,713
-2,390
29
$9.68M 0.53%
25,111
+1,552
30
$9.55M 0.52%
211,926
+16,951
31
$9.3M 0.51%
582,639
-53,420
32
$9.16M 0.5%
101,258
-35,143
33
$9.06M 0.49%
255,276
+44,300
34
$8.51M 0.46%
253,069
+243,082
35
$8.42M 0.46%
345,318
+22,884
36
$8.26M 0.45%
59,812
+1,574
37
$7.85M 0.43%
50,983
+7,234
38
$7.83M 0.43%
+258,044
39
$7.71M 0.42%
58,588
+27,210
40
$7.53M 0.41%
30,191
+1,623
41
$7.2M 0.39%
268,460
+6,534
42
$7.18M 0.39%
142,644
-42,939
43
$6.98M 0.38%
377,426
+6,831
44
$6.97M 0.38%
69,971
+13,341
45
$6.62M 0.36%
123,485
+78,374
46
$6.56M 0.36%
145,178
+4,787
47
$6.21M 0.34%
50,090
+32,640
48
$6.15M 0.34%
105,090
+1,690
49
$6.04M 0.33%
109,323
+5,127
50
$5.81M 0.32%
117,918
+99,042
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