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
1251
$63.1K ﹤0.01%
13,480
+381
1252
$62.9K ﹤0.01%
821
-826
1253
$62.8K ﹤0.01%
5,291
-190
1254
$62.7K ﹤0.01%
711
1255
$62.6K ﹤0.01%
1,271
1256
$62.5K ﹤0.01%
720
1257
$62.5K ﹤0.01%
2,840
1258
$62.2K ﹤0.01%
161
+59
1259
$61.5K ﹤0.01%
6,483
1260
$61.5K ﹤0.01%
615
+186
1261
$61.4K ﹤0.01%
370
-6
1262
$61.4K ﹤0.01%
27,050
-1,000
1263
$61.3K ﹤0.01%
1,253
+733
1264
$61.3K ﹤0.01%
1,995
+828
1265
$61.2K ﹤0.01%
2,618
1266
$61.2K ﹤0.01%
1,644
-776
1267
$61.1K ﹤0.01%
4,848
+460
1268
$61K ﹤0.01%
462
+188
1269
$61K ﹤0.01%
1,800
1270
$61K ﹤0.01%
815
1271
$60.6K ﹤0.01%
987
-49
1272
$60.4K ﹤0.01%
680
1273
$60.4K ﹤0.01%
1,397
+604
1274
$60.4K ﹤0.01%
1,192
-365
1275
$60.2K ﹤0.01%
2,261
+12
49 50
51
52 53