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
851
$159K 0.01%
14,509
+349
852
$159K 0.01%
4,050
853
$158K 0.01%
2,529
854
$158K 0.01%
3,022
+12
855
$158K 0.01%
16,075
-2,357
856
$158K 0.01%
6,674
-147
857
$158K 0.01%
1,040
858
$158K 0.01%
6,744
-154
859
$157K 0.01%
5,019
+236
860
$157K 0.01%
2,613
-95
861
$157K 0.01%
5,308
+4,507
862
$157K 0.01%
1,435
-196
863
$155K 0.01%
5,894
-1,196
864
$154K 0.01%
1,257
+68
865
$154K 0.01%
780
+27
866
$154K 0.01%
1,643
+120
867
$153K 0.01%
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868
$152K 0.01%
8,532
869
$152K 0.01%
19,793
-132
870
$151K 0.01%
3,200
871
$150K 0.01%
589
-73
872
$150K 0.01%
2,955
+160
873
$150K 0.01%
5,440
-2,050
874
$150K 0.01%
14,582
+614
875
$149K 0.01%
1,904
+112
33 34
35
36 37