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
1926
$12.3K ﹤0.01%
700
1927
$12.3K ﹤0.01%
47
-11
1928
$12.2K ﹤0.01%
659
-1,232
1929
$12.2K ﹤0.01%
515
1930
$12.2K ﹤0.01%
1,000
1931
$12.1K ﹤0.01%
442
1932
$12.1K ﹤0.01%
350
1933
$12K ﹤0.01%
1,400
1934
$12K ﹤0.01%
569
1935
$12K ﹤0.01%
437
-110
1936
$11.9K ﹤0.01%
1,200
+550
1937
$11.9K ﹤0.01%
5,500
1938
$11.9K ﹤0.01%
143
1939
$11.9K ﹤0.01%
1,249
1940
$11.8K ﹤0.01%
143
1941
$11.8K ﹤0.01%
510
+459
1942
$11.8K ﹤0.01%
108
-135
1943
$11.8K ﹤0.01%
125
-25
1944
$11.7K ﹤0.01%
200
1945
$11.6K ﹤0.01%
440
1946
$11.6K ﹤0.01%
1,448
-9
1947
$11.6K ﹤0.01%
800
1948
$11.6K ﹤0.01%
2,000
1949
$11.6K ﹤0.01%
427
+24
1950
$11.5K ﹤0.01%
350
+1
76 77
78
79 80