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
1551
$30.8K ﹤0.01%
560
+296
1552
$30.8K ﹤0.01%
3,614
1553
$30.8K ﹤0.01%
784
1554
$30.8K ﹤0.01%
396
+38
1555
$30.8K ﹤0.01%
317
-45
1556
$30.8K ﹤0.01%
211
+36
1557
$30.7K ﹤0.01%
1,249
+937
1558
$30.7K ﹤0.01%
1,599
1559
$30.5K ﹤0.01%
576
1560
$30.2K ﹤0.01%
360
1561
$30.1K ﹤0.01%
88
-7
1562
$30.1K ﹤0.01%
966
1563
$30.1K ﹤0.01%
99
1564
$29.9K ﹤0.01%
1,880
+445
1565
$29.9K ﹤0.01%
343
+96
1566
$29.8K ﹤0.01%
600
-1,253
1567
$29.7K ﹤0.01%
62
1568
$29.6K ﹤0.01%
236
1569
$29.5K ﹤0.01%
354
+240
1570
$29.5K ﹤0.01%
583
+44
1571
$29.5K ﹤0.01%
932
+100
1572
$29.4K ﹤0.01%
220
+101
1573
$29.4K ﹤0.01%
520
+408
1574
$29.3K ﹤0.01%
2,611
1575
$29.2K ﹤0.01%
657
61 62
63
64 65