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
1676
$23.1K ﹤0.01%
568
1677
$23K ﹤0.01%
1,763
1678
$23K ﹤0.01%
83
-56
1679
$23K ﹤0.01%
494
1680
$22.9K ﹤0.01%
4,640
+625
1681
$22.8K ﹤0.01%
592
+1
1682
$22.8K ﹤0.01%
1,243
1683
$22.8K ﹤0.01%
400
1684
$22.7K ﹤0.01%
97
+94
1685
$22.6K ﹤0.01%
1,088
+19
1686
$22.6K ﹤0.01%
218
1687
$22.5K ﹤0.01%
901
1688
$22.5K ﹤0.01%
560
-66
1689
$22.5K ﹤0.01%
1,315
1690
$22.4K ﹤0.01%
1,200
1691
$22.4K ﹤0.01%
691
+12
1692
$22.4K ﹤0.01%
1,801
+465
1693
$22.4K ﹤0.01%
488
-134
1694
$22.3K ﹤0.01%
422
+201
1695
$22.3K ﹤0.01%
460
1696
$22.2K ﹤0.01%
5,372
1697
$22.2K ﹤0.01%
+895
1698
$22.2K ﹤0.01%
61
-4
1699
$22.2K ﹤0.01%
+410
1700
$22.2K ﹤0.01%
860
66 67
68
69 70