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
151
$2.33M 0.13%
15,755
-1,524
152
$2.33M 0.13%
36,428
+42
153
$2.31M 0.13%
37,270
+323
154
$2.3M 0.13%
+91,273
155
$2.28M 0.12%
6,651
+112
156
$2.28M 0.12%
24,074
-199
157
$2.27M 0.12%
53,524
+2,525
158
$2.25M 0.12%
64,856
+2,567
159
$2.24M 0.12%
108,077
-13,661
160
$2.23M 0.12%
100,446
+21,674
161
$2.22M 0.12%
37,045
-407
162
$2.21M 0.12%
20,746
-145
163
$2.21M 0.12%
26,051
+3,227
164
$2.2M 0.12%
16,387
+746
165
$2.19M 0.12%
175,661
+14,840
166
$2.19M 0.12%
41,762
+1,512
167
$2.17M 0.12%
23,680
-7,431
168
$2.17M 0.12%
43,223
-18,202
169
$2.17M 0.12%
26,746
-2,220
170
$2.17M 0.12%
24,437
+2,867
171
$2.17M 0.12%
61,330
-5,838
172
$2.15M 0.12%
41,129
+1,340
173
$2.09M 0.11%
10,952
-203
174
$2.08M 0.11%
27,898
-12,755
175
$2.05M 0.11%
20,281
+15
5 6
7
8 9