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
1476
$36.8K ﹤0.01%
934
+94
1477
$36.7K ﹤0.01%
162
-6
1478
$36.7K ﹤0.01%
1,134
+634
1479
$36.7K ﹤0.01%
2,050
1480
$36.7K ﹤0.01%
827
+3
1481
$36.6K ﹤0.01%
83
+23
1482
$36.5K ﹤0.01%
978
1483
$36.5K ﹤0.01%
6,934
+914
1484
$36.4K ﹤0.01%
1,067
1485
$36.3K ﹤0.01%
2,745
+76
1486
$36.2K ﹤0.01%
2,806
+55
1487
$36.1K ﹤0.01%
358
-43
1488
$36K ﹤0.01%
1,367
+212
1489
$36K ﹤0.01%
658
1490
$35.9K ﹤0.01%
1,141
1491
$35.8K ﹤0.01%
283
+60
1492
$35.7K ﹤0.01%
1,243
1493
$35.7K ﹤0.01%
896
1494
$35.7K ﹤0.01%
1,372
1495
$35.7K ﹤0.01%
688
1496
$35.7K ﹤0.01%
905
+682
1497
$35.7K ﹤0.01%
685
-35
1498
$35.3K ﹤0.01%
2,957
-306
1499
$35.3K ﹤0.01%
2,000
1500
$35.2K ﹤0.01%
1,026
+296
58 59
60
61 62