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
1276
$60K ﹤0.01%
6,447
-259
1277
$59.6K ﹤0.01%
752
+274
1278
$59.4K ﹤0.01%
3,459
-51
1279
$59.2K ﹤0.01%
6,300
1280
$59.1K ﹤0.01%
309
-252
1281
$59K ﹤0.01%
836
-25
1282
$59K ﹤0.01%
3,303
-130
1283
$59K ﹤0.01%
5,200
1284
$58.9K ﹤0.01%
1,505
-347
1285
$58.6K ﹤0.01%
1,052
1286
$58.2K ﹤0.01%
722
+3
1287
$58.1K ﹤0.01%
1,176
+190
1288
$57.8K ﹤0.01%
275
-102
1289
$57.8K ﹤0.01%
1,589
-50
1290
$57.4K ﹤0.01%
7,109
+16
1291
$57.4K ﹤0.01%
1,447
+75
1292
$57.2K ﹤0.01%
1,332
+34
1293
$57K ﹤0.01%
1,800
1294
$57K ﹤0.01%
528
-370
1295
$56.9K ﹤0.01%
931
+23
1296
$56.8K ﹤0.01%
1,195
+4
1297
$56.5K ﹤0.01%
749
-21,649
1298
$56.5K ﹤0.01%
+3,600
1299
$56.5K ﹤0.01%
1,152
-8,784
1300
$56.4K ﹤0.01%
595
-100
50 51
52
53 54