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
1526
$32.9K ﹤0.01%
1,396
+700
1527
$32.9K ﹤0.01%
1,224
-400
1528
$32.8K ﹤0.01%
800
-60
1529
$32.8K ﹤0.01%
121
1530
$32.6K ﹤0.01%
2,332
1531
$32.6K ﹤0.01%
892
1532
$32.5K ﹤0.01%
339
-28
1533
$32.4K ﹤0.01%
3,147
-680
1534
$32.2K ﹤0.01%
220
1535
$32.2K ﹤0.01%
2,281
+439
1536
$32.2K ﹤0.01%
900
-310
1537
$32.1K ﹤0.01%
1,845
1538
$32K ﹤0.01%
9,000
1539
$31.9K ﹤0.01%
1,714
-70
1540
$31.9K ﹤0.01%
985
-282
1541
$31.9K ﹤0.01%
3,709
1542
$31.9K ﹤0.01%
400
-85
1543
$31.9K ﹤0.01%
900
+22
1544
$31.9K ﹤0.01%
736
-32
1545
$31.8K ﹤0.01%
581
+34
1546
$31.6K ﹤0.01%
24
-2
1547
$31.5K ﹤0.01%
1,340
1548
$31.3K ﹤0.01%
1,485
+1,137
1549
$31.1K ﹤0.01%
601
-24
1550
$30.9K ﹤0.01%
944
60 61
62
63 64