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
1126
$83K ﹤0.01%
1,295
1127
$82.9K ﹤0.01%
1,179
-296
1128
$82.8K ﹤0.01%
6,943
+1,166
1129
$82.6K ﹤0.01%
1,817
+135
1130
$82.6K ﹤0.01%
2,747
-271
1131
$82.6K ﹤0.01%
394
-24
1132
$82.5K ﹤0.01%
2,780
1133
$82.4K ﹤0.01%
6,040
+300
1134
$82.4K ﹤0.01%
2,666
-5,512
1135
$82.3K ﹤0.01%
16,103
+14,700
1136
$82.2K ﹤0.01%
1,818
-98
1137
$81.6K ﹤0.01%
959
-754
1138
$81.4K ﹤0.01%
1,284
+45
1139
$81.4K ﹤0.01%
3,908
+218
1140
$81.2K ﹤0.01%
13,876
1141
$81.1K ﹤0.01%
1,798
+18
1142
$80.9K ﹤0.01%
1,988
-245
1143
$80.8K ﹤0.01%
1,304
-110
1144
$80.6K ﹤0.01%
3,786
+37
1145
$80.4K ﹤0.01%
1,721
-100
1146
$80.3K ﹤0.01%
2,955
-236
1147
$80.2K ﹤0.01%
1,059
-19
1148
$79.8K ﹤0.01%
713
+17
1149
$79.6K ﹤0.01%
2,119
+247
1150
$79.2K ﹤0.01%
1,020
44 45
46
47 48