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
1576
$29.2K ﹤0.01%
220
+40
1577
$29.2K ﹤0.01%
+2,796
1578
$29.1K ﹤0.01%
1,067
-100
1579
$29K ﹤0.01%
556
1580
$29K ﹤0.01%
933
+299
1581
$28.8K ﹤0.01%
1,384
1582
$28.7K ﹤0.01%
558
1583
$28.7K ﹤0.01%
123
1584
$28.7K ﹤0.01%
733
+722
1585
$28.6K ﹤0.01%
300
1586
$28.6K ﹤0.01%
1,673
1587
$28.6K ﹤0.01%
149
+9
1588
$28.5K ﹤0.01%
701
+3
1589
$28.5K ﹤0.01%
528
1590
$28.5K ﹤0.01%
510
-116
1591
$28.2K ﹤0.01%
756
1592
$28.2K ﹤0.01%
234
-11
1593
$28.2K ﹤0.01%
1,100
1594
$28.1K ﹤0.01%
101
1595
$28.1K ﹤0.01%
879
+26
1596
$28K ﹤0.01%
480
-100
1597
$27.9K ﹤0.01%
1,032
+57
1598
$27.8K ﹤0.01%
278
+90
1599
$27.8K ﹤0.01%
513
-164
1600
$27.8K ﹤0.01%
93
62 63
64
65 66