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
1426
$42K ﹤0.01%
1,665
1427
$41.8K ﹤0.01%
458
-50
1428
$41.7K ﹤0.01%
1,304
+11
1429
$41.5K ﹤0.01%
952
+50
1430
$41.5K ﹤0.01%
2,165
+31
1431
$41.5K ﹤0.01%
959
+932
1432
$41.1K ﹤0.01%
1,181
1433
$41K ﹤0.01%
336
+34
1434
$41K ﹤0.01%
614
-855
1435
$40.9K ﹤0.01%
123
1436
$40.9K ﹤0.01%
408
-93
1437
$40.7K ﹤0.01%
1,506
1438
$40.7K ﹤0.01%
1,352
1439
$40.7K ﹤0.01%
232
+195
1440
$40.6K ﹤0.01%
1,535
1441
$40.6K ﹤0.01%
929
-85
1442
$40.6K ﹤0.01%
1,000
-302
1443
$40.6K ﹤0.01%
350
1444
$40.6K ﹤0.01%
703
+3
1445
$40.4K ﹤0.01%
804
-397
1446
$40.2K ﹤0.01%
906
-45
1447
$40.1K ﹤0.01%
6,340
+4
1448
$40.1K ﹤0.01%
1,112
+459
1449
$40.1K ﹤0.01%
1,575
-22
1450
$40K ﹤0.01%
1,291
-65
56 57
58
59 60