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
51
$5.78M 0.32%
143,689
-57,346
52
$5.77M 0.31%
19,539
-373
53
$5.68M 0.31%
68,578
-4,213
54
$5.44M 0.3%
49,638
+2,259
55
$5.43M 0.3%
41,700
+2,006
56
$5.37M 0.29%
38,605
+9,975
57
$5.34M 0.29%
227,258
+1,299
58
$5.31M 0.29%
87,191
+5,564
59
$5.2M 0.28%
303,160
+17,859
60
$5.11M 0.28%
102,210
+7,450
61
$5.07M 0.28%
75,785
+2,327
62
$4.9M 0.27%
123,254
-546
63
$4.84M 0.26%
46,688
-1,110
64
$4.81M 0.26%
61,953
+397
65
$4.7M 0.26%
84,921
+10,580
66
$4.63M 0.25%
32,025
+1,519
67
$4.48M 0.24%
119,959
+2,381
68
$4.41M 0.24%
60,570
-72,784
69
$4.36M 0.24%
129,640
+24,462
70
$4.35M 0.24%
266,764
+13,536
71
$4.33M 0.24%
41,084
+190
72
$4.31M 0.24%
161,909
+6,865
73
$4.29M 0.23%
23,548
+1,825
74
$4.25M 0.23%
9,275
+295
75
$4.14M 0.23%
82,840
+7,186
1 2
3
4 5