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
1226
$66.5K ﹤0.01%
3,161
-47
1227
$66.5K ﹤0.01%
2,095
+1,610
1228
$66.4K ﹤0.01%
+3,092
1229
$66.1K ﹤0.01%
2,473
-193
1230
$66K ﹤0.01%
1,044
1231
$66K ﹤0.01%
2,354
-70
1232
$65.9K ﹤0.01%
1,601
+384
1233
$65.7K ﹤0.01%
1,727
+464
1234
$65.6K ﹤0.01%
2,075
1235
$65.5K ﹤0.01%
393
+93
1236
$65.3K ﹤0.01%
2,302
+1,000
1237
$65.1K ﹤0.01%
5,196
-1,902
1238
$65K ﹤0.01%
920
+39
1239
$64.9K ﹤0.01%
2,574
1240
$64.9K ﹤0.01%
12,200
-850
1241
$64.7K ﹤0.01%
+5,715
1242
$64.5K ﹤0.01%
8,126
-1,091
1243
$64.4K ﹤0.01%
3,000
1244
$64.4K ﹤0.01%
848
-3,753
1245
$64.2K ﹤0.01%
1,872
+360
1246
$63.8K ﹤0.01%
4,635
-97
1247
$63.6K ﹤0.01%
862
-85
1248
$63.6K ﹤0.01%
1,455
+257
1249
$63.2K ﹤0.01%
871
1250
$63.1K ﹤0.01%
4,226
48 49
50
51 52