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
1951
$11.5K ﹤0.01%
660
1952
$11.5K ﹤0.01%
59
+1
1953
$11.5K ﹤0.01%
242
+22
1954
$11.5K ﹤0.01%
+340
1955
$11.4K ﹤0.01%
2,400
1956
$11.4K ﹤0.01%
200
1957
$11.4K ﹤0.01%
1,970
1958
$11.3K ﹤0.01%
286
1959
$11.3K ﹤0.01%
380
+100
1960
$11.3K ﹤0.01%
56
-9
1961
$11.3K ﹤0.01%
490
1962
$11.3K ﹤0.01%
240
1963
$11.2K ﹤0.01%
600
1964
$11.1K ﹤0.01%
191
-52
1965
$11.1K ﹤0.01%
1,200
1966
$11K ﹤0.01%
158
1967
$11K ﹤0.01%
267
1968
$11K ﹤0.01%
269
-175
1969
$11K ﹤0.01%
264
1970
$11K ﹤0.01%
141
1971
$10.9K ﹤0.01%
318
-106
1972
$10.9K ﹤0.01%
2,013
+37
1973
$10.9K ﹤0.01%
227
-25
1974
$10.8K ﹤0.01%
612
-60
1975
$10.8K ﹤0.01%
267
-1,049
77 78
79
80 81