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
751
$211K 0.01%
3,804
-218
752
$211K 0.01%
5,570
753
$210K 0.01%
2,127
+289
754
$209K 0.01%
2,669
+21
755
$209K 0.01%
5,793
+1,344
756
$209K 0.01%
3,159
-830
757
$208K 0.01%
1,877
-64
758
$208K 0.01%
12,885
+3,915
759
$207K 0.01%
2,037
-306
760
$207K 0.01%
879
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761
$206K 0.01%
902
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762
$203K 0.01%
1,389
-10
763
$203K 0.01%
3,423
+356
764
$202K 0.01%
107,064
+27,176
765
$202K 0.01%
10,130
766
$201K 0.01%
6,780
767
$201K 0.01%
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768
$199K 0.01%
1,511
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769
$199K 0.01%
3,662
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770
$199K 0.01%
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771
$199K 0.01%
1,758
+1,439
772
$198K 0.01%
3,765
+382
773
$198K 0.01%
514
+53
774
$198K 0.01%
589
-138
775
$198K 0.01%
4,027
+27
29 30
31
32 33