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
1726
$20.8K ﹤0.01%
778
1727
$20.8K ﹤0.01%
725
+369
1728
$20.8K ﹤0.01%
750
1729
$20.8K ﹤0.01%
+1,010
1730
$20.7K ﹤0.01%
1,190
1731
$20.6K ﹤0.01%
1,254
1732
$20.6K ﹤0.01%
2,115
+26
1733
$20.6K ﹤0.01%
500
1734
$20.5K ﹤0.01%
251
-680
1735
$20.3K ﹤0.01%
484
+176
1736
$20.3K ﹤0.01%
1,115
-181
1737
$20.3K ﹤0.01%
1,218
-114
1738
$20.2K ﹤0.01%
799
1739
$20K ﹤0.01%
501
1740
$20K ﹤0.01%
206
+1
1741
$19.9K ﹤0.01%
27
-8
1742
$19.8K ﹤0.01%
361
-78
1743
$19.8K ﹤0.01%
1,375
1744
$19.8K ﹤0.01%
473
-50
1745
$19.8K ﹤0.01%
+1,310
1746
$19.4K ﹤0.01%
717
+567
1747
$19.4K ﹤0.01%
9,800
1748
$19.3K ﹤0.01%
890
1749
$19.3K ﹤0.01%
352
+1
1750
$19.3K ﹤0.01%
1,839
+731
68 69
70
71 72