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
1876
$14.3K ﹤0.01%
106
-38
1877
$14.3K ﹤0.01%
240
+5
1878
$14.2K ﹤0.01%
5,361
-434
1879
$14.1K ﹤0.01%
2,064
1880
$14K ﹤0.01%
376
+351
1881
$14K ﹤0.01%
559
+7
1882
$13.9K ﹤0.01%
161
-42
1883
$13.9K ﹤0.01%
643
+13
1884
$13.8K ﹤0.01%
1,292
+5
1885
$13.8K ﹤0.01%
324
1886
$13.8K ﹤0.01%
490
1887
$13.7K ﹤0.01%
920
1888
$13.7K ﹤0.01%
180
1889
$13.7K ﹤0.01%
640
1890
$13.6K ﹤0.01%
4,704
+7
1891
$13.6K ﹤0.01%
+534
1892
$13.6K ﹤0.01%
5,358
-18,489
1893
$13.6K ﹤0.01%
79
1894
$13.5K ﹤0.01%
1,100
1895
$13.5K ﹤0.01%
212
+5
1896
$13.5K ﹤0.01%
299
+182
1897
$13.4K ﹤0.01%
1,143
1898
$13.4K ﹤0.01%
250
1899
$13.3K ﹤0.01%
93
-1
1900
$13.3K ﹤0.01%
1,205
-573
74 75
76
77 78