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
2076
$8.66K ﹤0.01%
+92
2077
$8.63K ﹤0.01%
700
2078
$8.61K ﹤0.01%
102
+1
2079
$8.6K ﹤0.01%
16
-8
2080
$8.59K ﹤0.01%
24
2081
$8.56K ﹤0.01%
430
+11
2082
$8.56K ﹤0.01%
228
2083
$8.54K ﹤0.01%
+60
2084
$8.54K ﹤0.01%
40
2085
$8.53K ﹤0.01%
607
-147
2086
$8.5K ﹤0.01%
100
2087
$8.49K ﹤0.01%
1,446
+875
2088
$8.49K ﹤0.01%
91
-43
2089
$8.45K ﹤0.01%
400
+200
2090
$8.4K ﹤0.01%
205
2091
$8.39K ﹤0.01%
+525
2092
$8.39K ﹤0.01%
49
-7
2093
$8.39K ﹤0.01%
78
2094
$8.38K ﹤0.01%
151
2095
$8.38K ﹤0.01%
102
+1
2096
$8.36K ﹤0.01%
260
-15
2097
$8.35K ﹤0.01%
1,005
2098
$8.31K ﹤0.01%
24
2099
$8.31K ﹤0.01%
70
2100
$8.29K ﹤0.01%
249
82 83
84
85 86