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
1176
$74.7K ﹤0.01%
1,144
+216
1177
$74.6K ﹤0.01%
2,916
+6
1178
$74.5K ﹤0.01%
9,063
+4,455
1179
$74.2K ﹤0.01%
1,888
+15
1180
$74.2K ﹤0.01%
572
1181
$74.1K ﹤0.01%
1,175
1182
$73.8K ﹤0.01%
1,631
1183
$73.7K ﹤0.01%
1,221
1184
$73.6K ﹤0.01%
1,499
1185
$73.5K ﹤0.01%
11,963
1186
$73K ﹤0.01%
4,400
-800
1187
$72.9K ﹤0.01%
+3,898
1188
$72.7K ﹤0.01%
646
+123
1189
$72.5K ﹤0.01%
2,979
+928
1190
$72.3K ﹤0.01%
4,900
-2,467
1191
$72.1K ﹤0.01%
1,110
+151
1192
$71.7K ﹤0.01%
1,229
-13
1193
$71.5K ﹤0.01%
4,630
1194
$71.4K ﹤0.01%
940
1195
$71.4K ﹤0.01%
901
1196
$71.3K ﹤0.01%
+357
1197
$71.3K ﹤0.01%
660
-40
1198
$71.2K ﹤0.01%
+3,794
1199
$70.9K ﹤0.01%
6,412
1200
$70.8K ﹤0.01%
287
-1
46 47
48
49 50