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
826
$171K 0.01%
7,160
+43
827
$170K 0.01%
7,445
+2,845
828
$170K 0.01%
4,979
-297
829
$168K 0.01%
4,258
830
$168K 0.01%
2,710
831
$166K 0.01%
4,638
+570
832
$166K 0.01%
7,489
-383
833
$166K 0.01%
3,674
+21
834
$166K 0.01%
991
-4
835
$166K 0.01%
1,475
-97
836
$165K 0.01%
1,179
-24
837
$165K 0.01%
6,468
838
$165K 0.01%
8,457
+502
839
$165K 0.01%
2,704
840
$164K 0.01%
4,123
+105
841
$163K 0.01%
4,849
+160
842
$162K 0.01%
2,029
-39
843
$161K 0.01%
361
+44
844
$161K 0.01%
2,790
+739
845
$160K 0.01%
5,615
+2,642
846
$160K 0.01%
6,718
-1,508
847
$160K 0.01%
14,109
-302
848
$160K 0.01%
7,765
+2,500
849
$160K 0.01%
3,250
+1,320
850
$160K 0.01%
1,314
+1,290
32 33
34
35 36