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
901
$140K 0.01%
5,598
902
$139K 0.01%
837
-5
903
$139K 0.01%
3,226
+2,582
904
$139K 0.01%
23,266
-706
905
$139K 0.01%
3,740
906
$139K 0.01%
2,647
+1,209
907
$138K 0.01%
3,699
908
$138K 0.01%
3,655
-391
909
$138K 0.01%
2,748
-459
910
$138K 0.01%
1,871
-927
911
$138K 0.01%
2,900
-65
912
$138K 0.01%
5,624
913
$137K 0.01%
4,041
914
$137K 0.01%
5,567
+19
915
$136K 0.01%
6,110
+114
916
$136K 0.01%
13,875
+11
917
$136K 0.01%
1,883
+32
918
$136K 0.01%
2,026
919
$135K 0.01%
4,790
+20
920
$134K 0.01%
3,442
921
$134K 0.01%
8,962
922
$133K 0.01%
3,474
+200
923
$133K 0.01%
+1,174
924
$133K 0.01%
777
+13
925
$132K 0.01%
5,982
35 36
37
38 39