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
1501
$34.9K ﹤0.01%
78
+15
1502
$34.8K ﹤0.01%
754
1503
$34.6K ﹤0.01%
1,357
1504
$34.5K ﹤0.01%
501
+20
1505
$34.5K ﹤0.01%
675
1506
$34.4K ﹤0.01%
1,047
-81
1507
$34.3K ﹤0.01%
1,218
1508
$34.2K ﹤0.01%
1,620
+325
1509
$34.1K ﹤0.01%
270
+220
1510
$34.1K ﹤0.01%
500
1511
$34.1K ﹤0.01%
415
-150
1512
$34K ﹤0.01%
5,332
-10
1513
$34K ﹤0.01%
905
+229
1514
$33.9K ﹤0.01%
1,227
-59
1515
$33.9K ﹤0.01%
1,100
1516
$33.8K ﹤0.01%
1,014
+614
1517
$33.8K ﹤0.01%
183
1518
$33.7K ﹤0.01%
2,671
1519
$33.7K ﹤0.01%
686
-180
1520
$33.6K ﹤0.01%
464
-4
1521
$33.6K ﹤0.01%
399
-152
1522
$33.3K ﹤0.01%
205
1523
$33.3K ﹤0.01%
923
1524
$33.1K ﹤0.01%
+690
1525
$32.9K ﹤0.01%
232
-600
59 60
61
62 63