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
1451
$40K ﹤0.01%
1,535
+159
1452
$40K ﹤0.01%
201
-38
1453
$40K ﹤0.01%
1,078
-31
1454
$39.7K ﹤0.01%
471
+8
1455
$39.5K ﹤0.01%
959
+3
1456
$39.4K ﹤0.01%
2,175
-145
1457
$39.1K ﹤0.01%
500
1458
$39K ﹤0.01%
400
1459
$38.8K ﹤0.01%
670
1460
$38.8K ﹤0.01%
503
+500
1461
$38.7K ﹤0.01%
1,581
1462
$38.7K ﹤0.01%
2,000
1463
$38.6K ﹤0.01%
127
-19
1464
$38.5K ﹤0.01%
77
-44
1465
$38.3K ﹤0.01%
1,309
-296
1466
$38.2K ﹤0.01%
1,533
+10
1467
$38.1K ﹤0.01%
1,295
+795
1468
$38K ﹤0.01%
304
+62
1469
$37.9K ﹤0.01%
1,962
1470
$37.5K ﹤0.01%
105
-62
1471
$37.5K ﹤0.01%
1,867
+17
1472
$37.3K ﹤0.01%
696
+2
1473
$37.1K ﹤0.01%
982
1474
$36.9K ﹤0.01%
1,909
1475
$36.8K ﹤0.01%
388
+6
57 58
59
60 61