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
1751
$19.2K ﹤0.01%
2,575
1752
$19.2K ﹤0.01%
977
1753
$19.1K ﹤0.01%
1,096
+44
1754
$19.1K ﹤0.01%
380
1755
$19.1K ﹤0.01%
1,516
-1,048
1756
$19K ﹤0.01%
+463
1757
$19K ﹤0.01%
808
1758
$19K ﹤0.01%
228
+127
1759
$18.9K ﹤0.01%
1,750
+1,497
1760
$18.8K ﹤0.01%
1,250
1761
$18.8K ﹤0.01%
584
+3
1762
$18.8K ﹤0.01%
699
1763
$18.8K ﹤0.01%
432
1764
$18.7K ﹤0.01%
600
1765
$18.7K ﹤0.01%
387
-3
1766
$18.7K ﹤0.01%
941
1767
$18.6K ﹤0.01%
1,700
1768
$18.6K ﹤0.01%
1,276
1769
$18.6K ﹤0.01%
764
-79
1770
$18.6K ﹤0.01%
92
-14
1771
$18.6K ﹤0.01%
160
+28
1772
$18.6K ﹤0.01%
318
+18
1773
$18.5K ﹤0.01%
123
-27
1774
$18.5K ﹤0.01%
259
+124
1775
$18.5K ﹤0.01%
56
-7
69 70
71
72 73