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
1376
$48.3K ﹤0.01%
660
-2
1377
$48.3K ﹤0.01%
437
+59
1378
$48.2K ﹤0.01%
781
1379
$47.9K ﹤0.01%
1,591
-23
1380
$47.7K ﹤0.01%
1,090
-122
1381
$47.3K ﹤0.01%
3,119
1382
$47.2K ﹤0.01%
329
+38
1383
$47.1K ﹤0.01%
602
+1
1384
$47.1K ﹤0.01%
2,536
-56
1385
$46.7K ﹤0.01%
3,727
+52
1386
$46.7K ﹤0.01%
648
-306
1387
$46.7K ﹤0.01%
1,216
+375
1388
$46.7K ﹤0.01%
1,632
-600
1389
$46.4K ﹤0.01%
1,818
1390
$46.1K ﹤0.01%
1,350
-300
1391
$46.1K ﹤0.01%
1,128
+248
1392
$46.1K ﹤0.01%
1,675
1393
$46K ﹤0.01%
2,250
1394
$45.9K ﹤0.01%
316
+120
1395
$45.9K ﹤0.01%
934
-105
1396
$45.5K ﹤0.01%
707
1397
$45.5K ﹤0.01%
1,600
1398
$45.5K ﹤0.01%
730
+1
1399
$45.4K ﹤0.01%
233
+70
1400
$45.2K ﹤0.01%
1,115
-202
54 55
56
57 58