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
951
$124K 0.01%
2,470
+540
952
$123K 0.01%
368
-12
953
$123K 0.01%
965
+64
954
$123K 0.01%
1,934
-453
955
$122K 0.01%
2,716
956
$122K 0.01%
4,942
+235
957
$122K 0.01%
4,650
-713
958
$122K 0.01%
738
+17
959
$121K 0.01%
6,655
+50
960
$121K 0.01%
3,106
961
$121K 0.01%
+3,620
962
$120K 0.01%
2,742
+18
963
$120K 0.01%
1,234
-73
964
$120K 0.01%
7,620
-2,126
965
$119K 0.01%
5,496
966
$118K 0.01%
4,696
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967
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5,351
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-483
969
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970
$118K 0.01%
2,093
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$118K 0.01%
1,374
-285
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$118K 0.01%
603
-221
973
$117K 0.01%
5,263
+1,560
974
$117K 0.01%
1,540
-301
975
$117K 0.01%
4,844
37 38
39
40 41