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 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
1801
$16.8K ﹤0.01%
472
1802
$16.8K ﹤0.01%
701
+200
1803
$16.8K ﹤0.01%
3,700
1804
$16.8K ﹤0.01%
5,400
1805
$16.7K ﹤0.01%
747
+697
1806
$16.6K ﹤0.01%
682
+168
1807
$16.5K ﹤0.01%
1,000
1808
$16.5K ﹤0.01%
483
+4
1809
$16.4K ﹤0.01%
626
+150
1810
$16.4K ﹤0.01%
641
1811
$16.4K ﹤0.01%
176
1812
$16.4K ﹤0.01%
473
1813
$16.4K ﹤0.01%
300
-4,401
1814
$16.4K ﹤0.01%
300
1815
$16.3K ﹤0.01%
1,632
-2
1816
$16.2K ﹤0.01%
1,430
-125
1817
$16.2K ﹤0.01%
739
1818
$16.2K ﹤0.01%
500
1819
$16.2K ﹤0.01%
147
1820
$16.2K ﹤0.01%
325
1821
$16.2K ﹤0.01%
314
-11
1822
$16.1K ﹤0.01%
370
+158
1823
$16.1K ﹤0.01%
381
-14
1824
$16.1K ﹤0.01%
470
1825
$16.1K ﹤0.01%
1,103