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
701
$244K 0.01%
12,016
+732
702
$243K 0.01%
7,915
+745
703
$242K 0.01%
5,001
-9,436
704
$241K 0.01%
6,377
+155
705
$240K 0.01%
7,771
-237
706
$240K 0.01%
20,426
+156
707
$239K 0.01%
2,184
+367
708
$239K 0.01%
8,235
+1,717
709
$238K 0.01%
420
710
$236K 0.01%
2,085
711
$235K 0.01%
6,771
-5,522
712
$235K 0.01%
9,217
+1,700
713
$234K 0.01%
5,303
714
$234K 0.01%
15,468
-1,692
715
$233K 0.01%
7,136
-65
716
$233K 0.01%
1,993
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717
$232K 0.01%
3,132
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718
$231K 0.01%
4,680
+83
719
$230K 0.01%
6,761
+583
720
$229K 0.01%
1,263
+16
721
$229K 0.01%
10,343
+479
722
$228K 0.01%
794
+47
723
$228K 0.01%
11,920
+952
724
$226K 0.01%
8,500
725
$226K 0.01%
3,063
+157
27 28
29
30 31