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
1201
$70.6K ﹤0.01%
468
-30
1202
$70.3K ﹤0.01%
1,649
+197
1203
$70.2K ﹤0.01%
791
+5
1204
$69.8K ﹤0.01%
2,354
-1,821
1205
$69.7K ﹤0.01%
667
-124
1206
$69.5K ﹤0.01%
2,541
-335
1207
$69.5K ﹤0.01%
6,269
+58
1208
$69.5K ﹤0.01%
3,500
-1,700
1209
$69.4K ﹤0.01%
1,121
+121
1210
$69.2K ﹤0.01%
2,434
-466
1211
$69.2K ﹤0.01%
2,316
-5,917
1212
$69K ﹤0.01%
1,294
1213
$68.9K ﹤0.01%
803
+687
1214
$68.8K ﹤0.01%
648
-12
1215
$68.6K ﹤0.01%
1,562
+175
1216
$68.5K ﹤0.01%
1,578
+17
1217
$68.4K ﹤0.01%
1,652
-90
1218
$67.9K ﹤0.01%
5,583
+3,266
1219
$67.8K ﹤0.01%
2,278
-50
1220
$67.7K ﹤0.01%
2,498
+798
1221
$67.5K ﹤0.01%
978
-14
1222
$67.4K ﹤0.01%
2,390
1223
$67.2K ﹤0.01%
2,212
-1,959
1224
$66.6K ﹤0.01%
1,391
-68
1225
$66.6K ﹤0.01%
457
-7
47 48
49
50 51