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
1651
$24.6K ﹤0.01%
1,875
-100
1652
$24.6K ﹤0.01%
176
-2
1653
$24.5K ﹤0.01%
567
+260
1654
$24.5K ﹤0.01%
106
1655
$24.4K ﹤0.01%
976
+173
1656
$24.3K ﹤0.01%
544
+6
1657
$24.3K ﹤0.01%
1,328
+11
1658
$24.2K ﹤0.01%
894
1659
$24.1K ﹤0.01%
472
-90
1660
$24.1K ﹤0.01%
220
1661
$24K ﹤0.01%
1,022
-2
1662
$24K ﹤0.01%
324
1663
$24K ﹤0.01%
237
+4
1664
$23.9K ﹤0.01%
1,039
+995
1665
$23.9K ﹤0.01%
142
+45
1666
$23.9K ﹤0.01%
970
+7
1667
$23.7K ﹤0.01%
240
+3
1668
$23.6K ﹤0.01%
1,233
1669
$23.5K ﹤0.01%
74
-5
1670
$23.4K ﹤0.01%
2,035
1671
$23.3K ﹤0.01%
1,110
1672
$23.2K ﹤0.01%
800
1673
$23.2K ﹤0.01%
2,012
-791
1674
$23.2K ﹤0.01%
426
-57
1675
$23.1K ﹤0.01%
137
65 66
67
68 69