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
$1.99B
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,165
New
Increased
Reduced
Closed

Top Sells

1 +$51.9M
2 +$25.8M
3 +$12.4M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$7.03M
5
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$6.23M

Sector Composition

1 Technology 4.84%
2 Consumer Staples 2.59%
3 Financials 2.46%
4 Consumer Discretionary 2.08%
5 Healthcare 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$17.5K ﹤0.01%
755
-62
1802
$17.4K ﹤0.01%
844
+36
1803
$17.4K ﹤0.01%
+971
1804
$17.4K ﹤0.01%
198
+15
1805
$17.3K ﹤0.01%
+509
1806
$17.2K ﹤0.01%
300
1807
$17.2K ﹤0.01%
1,245
-50
1808
$17.1K ﹤0.01%
1,250
1809
$17K ﹤0.01%
160
+1
1810
$17K ﹤0.01%
155
1811
$17K ﹤0.01%
387
1812
$17K ﹤0.01%
1,932
1813
$17K ﹤0.01%
208
+47
1814
$16.9K ﹤0.01%
+718
1815
$16.9K ﹤0.01%
300
1816
$16.9K ﹤0.01%
139
+31
1817
$16.9K ﹤0.01%
+460
1818
$16.8K ﹤0.01%
408
-93
1819
$16.8K ﹤0.01%
641
1820
$16.7K ﹤0.01%
576
-93
1821
$16.6K ﹤0.01%
553
+300
1822
$16.6K ﹤0.01%
66
+16
1823
$16.6K ﹤0.01%
470
1824
$16.5K ﹤0.01%
326
+1
1825
$16.5K ﹤0.01%
44
+18