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
1351
$51.2K ﹤0.01%
+2,036
1352
$50.8K ﹤0.01%
714
-65
1353
$50.8K ﹤0.01%
522
-259
1354
$50.4K ﹤0.01%
1,000
-28
1355
$50.4K ﹤0.01%
8,547
-1,962
1356
$50.3K ﹤0.01%
1,712
+17
1357
$50.3K ﹤0.01%
1,229
+30
1358
$50.2K ﹤0.01%
1,321
+38
1359
$50.1K ﹤0.01%
802
+402
1360
$50.1K ﹤0.01%
1,801
1361
$49.8K ﹤0.01%
1,413
+175
1362
$49.8K ﹤0.01%
3,153
+72
1363
$49.7K ﹤0.01%
1,043
1364
$49.7K ﹤0.01%
4,790
+20
1365
$49.7K ﹤0.01%
1,573
1366
$49.7K ﹤0.01%
4,628
1367
$49.6K ﹤0.01%
1,843
+323
1368
$49.6K ﹤0.01%
5,528
+4,688
1369
$49.4K ﹤0.01%
280
1370
$49.3K ﹤0.01%
2,099
1371
$49.2K ﹤0.01%
1,821
-10,199
1372
$49.2K ﹤0.01%
2,092
+4
1373
$48.6K ﹤0.01%
1,292
-28
1374
$48.5K ﹤0.01%
5,649
-143
1375
$48.3K ﹤0.01%
968
-4
53 54
55
56 57