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
1701
$22.1K ﹤0.01%
1,115
-34
1702
$21.9K ﹤0.01%
905
1703
$21.9K ﹤0.01%
100
1704
$21.8K ﹤0.01%
1,770
1705
$21.8K ﹤0.01%
836
1706
$21.8K ﹤0.01%
622
1707
$21.8K ﹤0.01%
692
+464
1708
$21.7K ﹤0.01%
947
-299
1709
$21.7K ﹤0.01%
479
1710
$21.6K ﹤0.01%
161
+66
1711
$21.5K ﹤0.01%
168
+167
1712
$21.5K ﹤0.01%
266
1713
$21.4K ﹤0.01%
1,516
-534
1714
$21.4K ﹤0.01%
934
1715
$21.4K ﹤0.01%
438
-94
1716
$21.3K ﹤0.01%
889
1717
$21.3K ﹤0.01%
105
+57
1718
$21.3K ﹤0.01%
1,003
+187
1719
$21.2K ﹤0.01%
250
1720
$21.1K ﹤0.01%
1,500
1721
$21K ﹤0.01%
149
1722
$21K ﹤0.01%
1,941
+122
1723
$21K ﹤0.01%
1,300
+150
1724
$20.9K ﹤0.01%
1,110
1725
$20.9K ﹤0.01%
960
+40
67 68
69
70 71