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
1076
$93.3K 0.01%
1,294
+37
1077
$93.2K 0.01%
1,954
+284
1078
$93K 0.01%
860
+32
1079
$92.9K 0.01%
2,341
+330
1080
$92.7K 0.01%
504
1081
$92.6K 0.01%
1,706
1082
$92.4K 0.01%
1,723
-1,344
1083
$92.3K 0.01%
3,146
-22
1084
$92K 0.01%
8,171
+7,985
1085
$91.8K 0.01%
1,813
+8
1086
$91.8K 0.01%
3,868
+20
1087
$91.5K 0.01%
712
1088
$91.3K 0.01%
130
1089
$91.2K 0.01%
4,385
1090
$90.7K 0.01%
+754
1091
$90.7K ﹤0.01%
2,740
+120
1092
$90.4K ﹤0.01%
1,181
1093
$90.3K ﹤0.01%
3,950
1094
$90.1K ﹤0.01%
9,366
-1,529
1095
$90K ﹤0.01%
1,780
+987
1096
$89.5K ﹤0.01%
2,760
1097
$89.1K ﹤0.01%
1,917
-74
1098
$88.9K ﹤0.01%
5,742
-178
1099
$88.8K ﹤0.01%
7,810
-1,784
1100
$88.4K ﹤0.01%
2,087
+1
42 43
44
45 46