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
126
$2.76M 0.15%
16,912
-281
127
$2.68M 0.15%
20,527
+67
128
$2.67M 0.15%
55,085
-14,472
129
$2.67M 0.15%
39,385
+3,680
130
$2.65M 0.14%
33,714
+1,410
131
$2.65M 0.14%
28,536
+1,083
132
$2.65M 0.14%
12,945
+97
133
$2.64M 0.14%
26,334
+297
134
$2.53M 0.14%
25,881
+25,755
135
$2.53M 0.14%
105,170
+32,239
136
$2.52M 0.14%
73,855
-589
137
$2.51M 0.14%
76,914
-346
138
$2.5M 0.14%
55,445
+12,957
139
$2.49M 0.14%
54,467
+2,707
140
$2.47M 0.14%
47,408
+8,800
141
$2.46M 0.13%
52,383
-6,440
142
$2.45M 0.13%
25,818
+4,237
143
$2.42M 0.13%
35,729
-8,870
144
$2.39M 0.13%
63,042
+1,512
145
$2.39M 0.13%
73,367
-4,014
146
$2.39M 0.13%
11,230
+92
147
$2.37M 0.13%
117,565
-37,609
148
$2.35M 0.13%
121,957
+4,824
149
$2.34M 0.13%
57,259
+4,205
150
$2.33M 0.13%
14,647
+192
4 5
6
7 8