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
1051
$97.8K 0.01%
2,670
+738
1052
$97.6K 0.01%
1,122
+2
1053
$97.4K 0.01%
244
-25
1054
$97.2K 0.01%
3,081
1055
$97.2K 0.01%
4,583
-784
1056
$97.1K 0.01%
4,768
+4,598
1057
$96.9K 0.01%
4,502
+27
1058
$96.8K 0.01%
928
+6
1059
$96.7K 0.01%
316
-79
1060
$96.6K 0.01%
134
-3
1061
$95.6K 0.01%
1,938
+1,088
1062
$95.6K 0.01%
3,970
+457
1063
$95.5K 0.01%
36
+5
1064
$95.4K 0.01%
3,009
-485
1065
$95.4K 0.01%
1,718
-144
1066
$95K 0.01%
2,108
-169
1067
$94.6K 0.01%
2,699
+93
1068
$94.6K 0.01%
3,768
+3,400
1069
$94.4K 0.01%
1,317
-55
1070
$94.3K 0.01%
1,605
+62
1071
$94K 0.01%
3,991
-250
1072
$93.9K 0.01%
3,729
+17
1073
$93.8K 0.01%
663
-24
1074
$93.7K 0.01%
4,094
+27
1075
$93.4K 0.01%
2,395
+615
41 42
43
44 45