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
1301
$56K ﹤0.01%
866
-11,206
1302
$55.9K ﹤0.01%
923
-200
1303
$55.8K ﹤0.01%
3,042
-54
1304
$55.8K ﹤0.01%
840
1305
$55.5K ﹤0.01%
2,013
+14
1306
$55.4K ﹤0.01%
641
1307
$55.3K ﹤0.01%
156
+25
1308
$55.2K ﹤0.01%
2,071
+1,455
1309
$55.2K ﹤0.01%
2,182
1310
$55.2K ﹤0.01%
647
+575
1311
$55.1K ﹤0.01%
2,250
1312
$55K ﹤0.01%
1,966
+56
1313
$54.9K ﹤0.01%
1,500
1314
$54.9K ﹤0.01%
1,483
1315
$54.9K ﹤0.01%
1,729
-80
1316
$54.6K ﹤0.01%
448
1317
$54.6K ﹤0.01%
+2,232
1318
$54.4K ﹤0.01%
1,667
-87
1319
$54.2K ﹤0.01%
454
+78
1320
$54.1K ﹤0.01%
+1,243
1321
$54K ﹤0.01%
2,027
+248
1322
$53.9K ﹤0.01%
1,281
1323
$53.9K ﹤0.01%
14,636
+1,805
1324
$53.8K ﹤0.01%
1,710
1325
$53.7K ﹤0.01%
1,793
51 52
53
54 55