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
1151
$79.2K ﹤0.01%
1,685
+116
1152
$79K ﹤0.01%
975
+64
1153
$79K ﹤0.01%
1,328
-224
1154
$78.3K ﹤0.01%
1,938
-1,022
1155
$78.2K ﹤0.01%
973
+122
1156
$78.1K ﹤0.01%
1,940
1157
$78K ﹤0.01%
1,755
-989
1158
$77.9K ﹤0.01%
+3,379
1159
$77.8K ﹤0.01%
859
+3
1160
$77.7K ﹤0.01%
7,054
1161
$77.6K ﹤0.01%
530
+13
1162
$77K ﹤0.01%
2,293
+1,594
1163
$76.7K ﹤0.01%
13,114
1164
$76.7K ﹤0.01%
541
-35
1165
$76.5K ﹤0.01%
6,820
-23
1166
$76.2K ﹤0.01%
9,967
+186
1167
$76.1K ﹤0.01%
1,910
+490
1168
$75.9K ﹤0.01%
3,268
-77,878
1169
$75.8K ﹤0.01%
434
+1
1170
$75.7K ﹤0.01%
3,099
-771
1171
$75.7K ﹤0.01%
240
1172
$75.4K ﹤0.01%
542
+34
1173
$75.3K ﹤0.01%
2,355
1174
$75.1K ﹤0.01%
1,272
-30
1175
$75.1K ﹤0.01%
304
+53
45 46
47
48 49