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
176
$2.03M 0.11%
24,429
+1,659
177
$2.02M 0.11%
81,081
-14,405
178
$2.02M 0.11%
20,638
+2,092
179
$2.01M 0.11%
3,486
-72
180
$1.98M 0.11%
63,515
+60,845
181
$1.98M 0.11%
21,351
-471
182
$1.97M 0.11%
30,128
+267
183
$1.96M 0.11%
41,402
-646
184
$1.92M 0.1%
17,429
+136
185
$1.9M 0.1%
11,955
+94
186
$1.88M 0.1%
34,904
-3,043
187
$1.88M 0.1%
60,836
-8,845
188
$1.88M 0.1%
10,518
-706
189
$1.88M 0.1%
10,950
+978
190
$1.87M 0.1%
12,701
-64
191
$1.87M 0.1%
28,146
-3,119
192
$1.87M 0.1%
26,933
+1,438
193
$1.86M 0.1%
38,821
+3,273
194
$1.85M 0.1%
10,081
+932
195
$1.84M 0.1%
26,504
+1,420
196
$1.83M 0.1%
52,920
-1,440
197
$1.82M 0.1%
49,574
198
$1.81M 0.1%
61,100
199
$1.8M 0.1%
19,659
+3,753
200
$1.79M 0.1%
169,778
+5,167
6 7
8
9 10