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
476
$481K 0.03%
4,331
-299
477
$481K 0.03%
3,517
-29
478
$475K 0.03%
50,563
+2,963
479
$475K 0.03%
2,079
+29
480
$473K 0.03%
1,943
-56
481
$473K 0.03%
9,864
-169
482
$472K 0.03%
20,470
+5,966
483
$471K 0.03%
21,710
+889
484
$469K 0.03%
8,588
+3,290
485
$466K 0.03%
1
486
$465K 0.03%
19,420
+1,324
487
$465K 0.03%
5,798
-258
488
$464K 0.03%
12,481
+1,763
489
$464K 0.03%
9,631
-508
490
$464K 0.03%
2,053
+203
491
$464K 0.03%
12,230
+387
492
$459K 0.03%
6,606
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493
$457K 0.03%
30,157
-39,376
494
$456K 0.02%
1,254
+165
495
$455K 0.02%
9,073
-6,145
496
$455K 0.02%
16,863
+1,287
497
$454K 0.02%
7,357
+38
498
$453K 0.02%
12,965
+207
499
$452K 0.02%
5,029
+255
500
$450K 0.02%
13,986
+1,122
18 19
20
21 22