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
1026
$104K 0.01%
2,636
1027
$104K 0.01%
708
-147
1028
$104K 0.01%
1,743
-23
1029
$103K 0.01%
1,668
+547
1030
$103K 0.01%
539
+30
1031
$103K 0.01%
5,274
1032
$102K 0.01%
2,168
-67
1033
$102K 0.01%
3,507
1034
$102K 0.01%
9,350
-1,700
1035
$102K 0.01%
532
1036
$102K 0.01%
453
1037
$102K 0.01%
1,166
1038
$102K 0.01%
5,343
+555
1039
$102K 0.01%
2,893
+247
1040
$101K 0.01%
1,430
+24
1041
$101K 0.01%
1,332
-7,764
1042
$100K 0.01%
1,064
+75
1043
$100K 0.01%
510
+56
1044
$99.8K 0.01%
3,841
-973
1045
$99.5K 0.01%
2,237
1046
$99.5K 0.01%
4,077
-60
1047
$98.8K 0.01%
1,698
1048
$98.8K 0.01%
4,785
+35
1049
$97.9K 0.01%
474
-1
1050
$97.9K 0.01%
1,873
+1,298
40 41
42
43 44