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
1626
$26.3K ﹤0.01%
502
1627
$26.2K ﹤0.01%
567
-133
1628
$26.1K ﹤0.01%
2,083
+55
1629
$26.1K ﹤0.01%
654
1630
$26.1K ﹤0.01%
132
1631
$26K ﹤0.01%
235
1632
$25.9K ﹤0.01%
233
-47
1633
$25.9K ﹤0.01%
1,303
1634
$25.8K ﹤0.01%
357
1635
$25.5K ﹤0.01%
227
1636
$25.4K ﹤0.01%
1,328
1637
$25.4K ﹤0.01%
+936
1638
$25.4K ﹤0.01%
+250
1639
$25.4K ﹤0.01%
571
1640
$25.3K ﹤0.01%
788
1641
$25.3K ﹤0.01%
336
1642
$25.2K ﹤0.01%
662
-69
1643
$25.2K ﹤0.01%
1,095
+8
1644
$25.1K ﹤0.01%
77
-13
1645
$25K ﹤0.01%
1,431
-26
1646
$25K ﹤0.01%
967
+51
1647
$25K ﹤0.01%
941
-31
1648
$24.7K ﹤0.01%
696
+557
1649
$24.7K ﹤0.01%
376
+191
1650
$24.6K ﹤0.01%
220
64 65
66
67 68