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
1776
$18.5K ﹤0.01%
+284
1777
$18.4K ﹤0.01%
200
1778
$18.2K ﹤0.01%
230
+57
1779
$18.2K ﹤0.01%
2,100
1780
$18.1K ﹤0.01%
691
+3
1781
$18.1K ﹤0.01%
1,295
1782
$18.1K ﹤0.01%
726
1783
$18K ﹤0.01%
1,847
+325
1784
$17.9K ﹤0.01%
644
-238
1785
$17.6K ﹤0.01%
242
+67
1786
$17.6K ﹤0.01%
429
1787
$17.6K ﹤0.01%
1,200
1788
$17.6K ﹤0.01%
523
1789
$17.5K ﹤0.01%
2,518
1790
$17.5K ﹤0.01%
438
1791
$17.4K ﹤0.01%
1,077
+977
1792
$17.4K ﹤0.01%
724
-99
1793
$17.3K ﹤0.01%
378
1794
$17.2K ﹤0.01%
195
+16
1795
$17.2K ﹤0.01%
300
-100
1796
$17.2K ﹤0.01%
75
-9
1797
$17K ﹤0.01%
1,385
-12
1798
$17K ﹤0.01%
177
+75
1799
$16.9K ﹤0.01%
2,050
-450
1800
$16.9K ﹤0.01%
56
70 71
72
73 74