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
1326
$53.7K ﹤0.01%
1,417
1327
$53.6K ﹤0.01%
1,577
-4
1328
$53.6K ﹤0.01%
1,464
-153
1329
$53.5K ﹤0.01%
9,673
-108
1330
$53.3K ﹤0.01%
403
+78
1331
$53.3K ﹤0.01%
706
+64
1332
$53.1K ﹤0.01%
2,350
1333
$53.1K ﹤0.01%
383
1334
$52.9K ﹤0.01%
238
1335
$52.8K ﹤0.01%
153
1336
$52.5K ﹤0.01%
915
1337
$52.5K ﹤0.01%
105
-3
1338
$52.4K ﹤0.01%
1,218
1339
$52.3K ﹤0.01%
4,600
1340
$52.3K ﹤0.01%
6,430
-241
1341
$52.2K ﹤0.01%
884
+178
1342
$52.1K ﹤0.01%
2,416
+1,000
1343
$52K ﹤0.01%
2,702
+1,638
1344
$51.9K ﹤0.01%
4,035
1345
$51.3K ﹤0.01%
1,947
+835
1346
$51.3K ﹤0.01%
2,300
-1,401
1347
$51.3K ﹤0.01%
2,013
-274
1348
$51.3K ﹤0.01%
846
+651
1349
$51.3K ﹤0.01%
1,453
+196
1350
$51.2K ﹤0.01%
379
+1
52 53
54
55 56