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
76
$4.12M 0.22%
54,130
+10,627
77
$4.09M 0.22%
14,640
+624
78
$4.09M 0.22%
21,147
+2,725
79
$4.04M 0.22%
12,136
-2,834
80
$3.93M 0.21%
167,536
+30,178
81
$3.93M 0.21%
18,925
+54
82
$3.9M 0.21%
100,336
+6,998
83
$3.89M 0.21%
16,332
+23
84
$3.84M 0.21%
40,964
+7,658
85
$3.79M 0.21%
83,698
-12,372
86
$3.76M 0.21%
103,064
-3,104
87
$3.74M 0.2%
116,239
+22,008
88
$3.73M 0.2%
24,721
+6,615
89
$3.71M 0.2%
158,673
+35,403
90
$3.7M 0.2%
7,443
+231
91
$3.65M 0.2%
97,127
-104,704
92
$3.64M 0.2%
90,037
-275
93
$3.61M 0.2%
246,258
+33,548
94
$3.52M 0.19%
76,577
+9,802
95
$3.5M 0.19%
23,080
+345
96
$3.5M 0.19%
172,804
+20,233
97
$3.46M 0.19%
46,880
+1,868
98
$3.44M 0.19%
71,663
-224
99
$3.42M 0.19%
16,233
-1,074
100
$3.41M 0.19%
22,006
+143
2 3
4
5 6