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
1601
$27.7K ﹤0.01%
600
1602
$27.6K ﹤0.01%
617
+180
1603
$27.6K ﹤0.01%
+613
1604
$27.5K ﹤0.01%
720
-180
1605
$27.4K ﹤0.01%
265
1606
$27.4K ﹤0.01%
+1,500
1607
$27.4K ﹤0.01%
2,248
1608
$27.3K ﹤0.01%
633
-1,037
1609
$27.3K ﹤0.01%
558
-6
1610
$27.2K ﹤0.01%
200
-4
1611
$27.1K ﹤0.01%
1,225
1612
$27K ﹤0.01%
890
1613
$27K ﹤0.01%
+521
1614
$26.8K ﹤0.01%
1,181
+852
1615
$26.7K ﹤0.01%
530
-198
1616
$26.7K ﹤0.01%
309
+3
1617
$26.6K ﹤0.01%
1,200
1618
$26.5K ﹤0.01%
219
-35
1619
$26.5K ﹤0.01%
57
-24
1620
$26.5K ﹤0.01%
550
1621
$26.4K ﹤0.01%
+1,596
1622
$26.4K ﹤0.01%
850
-1,680
1623
$26.4K ﹤0.01%
2,332
1624
$26.4K ﹤0.01%
165
+63
1625
$26.3K ﹤0.01%
765
-53
63 64
65
66 67