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
551
$377K 0.02%
2,307
-88
552
$376K 0.02%
3,545
+1,467
553
$375K 0.02%
20,841
+638
554
$373K 0.02%
4,912
-38
555
$373K 0.02%
1,616
-693
556
$372K 0.02%
4,004
-7,938
557
$371K 0.02%
1,044
-3
558
$370K 0.02%
43,843
-899
559
$369K 0.02%
19,184
+787
560
$368K 0.02%
12,924
-1,047
561
$368K 0.02%
13,340
+2,554
562
$367K 0.02%
6,730
+5
563
$366K 0.02%
926
+103
564
$366K 0.02%
5,413
-95
565
$364K 0.02%
12,259
-356
566
$363K 0.02%
2,349
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567
$362K 0.02%
12,005
+6,354
568
$362K 0.02%
1,105
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569
$361K 0.02%
4,185
+2,102
570
$361K 0.02%
8,763
-117
571
$360K 0.02%
10,555
+1,715
572
$357K 0.02%
15,846
+2,722
573
$356K 0.02%
10,245
-1,691
574
$356K 0.02%
11,180
+2,397
575
$355K 0.02%
7,266
-4,962
21 22
23
24 25