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
676
$260K 0.01%
1,881
-1
677
$260K 0.01%
1,196
-12
678
$259K 0.01%
6,135
+376
679
$257K 0.01%
8,119
680
$256K 0.01%
2,251
+152
681
$256K 0.01%
2,523
+61
682
$255K 0.01%
1,130
-91
683
$254K 0.01%
2,163
+814
684
$254K 0.01%
2,639
-2,420
685
$253K 0.01%
+9,353
686
$252K 0.01%
15,391
-130
687
$252K 0.01%
13,929
+47
688
$251K 0.01%
10,833
+3,490
689
$251K 0.01%
5,347
-276
690
$251K 0.01%
9,393
+4,031
691
$250K 0.01%
6,505
+2
692
$250K 0.01%
3,214
-245
693
$249K 0.01%
701
+1
694
$246K 0.01%
1,907
-226
695
$246K 0.01%
19,141
-128
696
$245K 0.01%
5,060
+5,054
697
$245K 0.01%
15,974
698
$245K 0.01%
6,935
-287
699
$245K 0.01%
2,983
-18
700
$245K 0.01%
6,091
+245
26 27
28
29 30