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
2051
$9.01K ﹤0.01%
45
+4
2052
$9.01K ﹤0.01%
348
+1
2053
$9K ﹤0.01%
200
2054
$9K ﹤0.01%
151
+88
2055
$8.99K ﹤0.01%
+591
2056
$8.99K ﹤0.01%
125
2057
$8.95K ﹤0.01%
274
+10
2058
$8.95K ﹤0.01%
145
-95
2059
$8.94K ﹤0.01%
239
-2
2060
$8.93K ﹤0.01%
390
-20
2061
$8.92K ﹤0.01%
29
2062
$8.92K ﹤0.01%
110
-2
2063
$8.91K ﹤0.01%
173
+106
2064
$8.9K ﹤0.01%
1,719
+36
2065
$8.89K ﹤0.01%
195
2066
$8.88K ﹤0.01%
500
+250
2067
$8.84K ﹤0.01%
147
-3
2068
$8.83K ﹤0.01%
39
2069
$8.77K ﹤0.01%
170
2070
$8.77K ﹤0.01%
125
2071
$8.76K ﹤0.01%
351
+1
2072
$8.73K ﹤0.01%
80
-51
2073
$8.71K ﹤0.01%
47
2074
$8.71K ﹤0.01%
250
2075
$8.66K ﹤0.01%
64
81 82
83
84 85