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
1401
$44.9K ﹤0.01%
319
-120
1402
$44.8K ﹤0.01%
+1,700
1403
$44.6K ﹤0.01%
1,056
-27
1404
$44.5K ﹤0.01%
466
+11
1405
$44.5K ﹤0.01%
398
-42
1406
$44.4K ﹤0.01%
14,959
1407
$44.4K ﹤0.01%
790
1408
$44.1K ﹤0.01%
2,262
1409
$44.1K ﹤0.01%
616
1410
$44.1K ﹤0.01%
336
-218
1411
$44K ﹤0.01%
461
+2
1412
$43.9K ﹤0.01%
138
+49
1413
$43.8K ﹤0.01%
577
+177
1414
$43.8K ﹤0.01%
10,205
1415
$43.6K ﹤0.01%
256
+166
1416
$43.5K ﹤0.01%
1,704
+2
1417
$43.4K ﹤0.01%
346
1418
$43.3K ﹤0.01%
850
+100
1419
$43.2K ﹤0.01%
617
+55
1420
$43.2K ﹤0.01%
883
+59
1421
$42.6K ﹤0.01%
307
-58
1422
$42.5K ﹤0.01%
1,839
+139
1423
$42.4K ﹤0.01%
862
1424
$42.4K ﹤0.01%
965
+372
1425
$42.1K ﹤0.01%
1,224
+12
55 56
57
58 59