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
801
$186K 0.01%
651
-29
802
$185K 0.01%
15,877
+143
803
$184K 0.01%
2,231
+285
804
$183K 0.01%
5,212
805
$182K 0.01%
3,983
+324
806
$182K 0.01%
3,496
-1,655
807
$180K 0.01%
1,343
+87
808
$178K 0.01%
698
-43
809
$177K 0.01%
4,634
-239
810
$177K 0.01%
7,677
811
$177K 0.01%
7,456
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812
$176K 0.01%
5,121
+10
813
$176K 0.01%
4,114
+37
814
$176K 0.01%
3,427
-21,705
815
$175K 0.01%
11,524
816
$175K 0.01%
2,356
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817
$174K 0.01%
1,047
-125
818
$174K 0.01%
3,011
-113
819
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1,615
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820
$174K 0.01%
6,880
-100
821
$172K 0.01%
17,242
822
$172K 0.01%
3,390
+847
823
$172K 0.01%
1,499
-147
824
$172K 0.01%
1,470
+333
825
$171K 0.01%
3,424
-400
31 32
33
34 35