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
926
$132K 0.01%
242
-54
927
$132K 0.01%
10,514
-740
928
$131K 0.01%
6,900
929
$131K 0.01%
3,125
-846
930
$131K 0.01%
780
+15
931
$130K 0.01%
2,346
+173
932
$130K 0.01%
2,566
-804
933
$130K 0.01%
2,694
+517
934
$130K 0.01%
2,093
+1,772
935
$130K 0.01%
6,710
+59
936
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1,128
-93
937
$129K 0.01%
1,531
+163
938
$128K 0.01%
6,703
+56
939
$128K 0.01%
5,217
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940
$128K 0.01%
1,082
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$127K 0.01%
10,063
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942
$127K 0.01%
8,195
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943
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1,076
944
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945
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1,852
+345
946
$126K 0.01%
3,542
+125
947
$126K 0.01%
4,809
+15
948
$126K 0.01%
602
+574
949
$125K 0.01%
1,552
-111
950
$124K 0.01%
918
+168
36 37
38
39 40