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
2101
$8.26K ﹤0.01%
500
2102
$8.24K ﹤0.01%
100
2103
$8.23K ﹤0.01%
138
2104
$8.22K ﹤0.01%
45
2105
$8.21K ﹤0.01%
206
2106
$8.2K ﹤0.01%
+180
2107
$8.19K ﹤0.01%
122
+2
2108
$8.13K ﹤0.01%
774
2109
$8.11K ﹤0.01%
179
2110
$8.06K ﹤0.01%
500
2111
$8.04K ﹤0.01%
52
2112
$8.03K ﹤0.01%
150
-300
2113
$8.02K ﹤0.01%
328
2114
$8.01K ﹤0.01%
69
2115
$7.95K ﹤0.01%
346
+26
2116
$7.93K ﹤0.01%
171
2117
$7.87K ﹤0.01%
168
2118
$7.85K ﹤0.01%
4,848
-201
2119
$7.84K ﹤0.01%
223
+3
2120
$7.84K ﹤0.01%
35
2121
$7.83K ﹤0.01%
414
2122
$7.82K ﹤0.01%
100
2123
$7.77K ﹤0.01%
65
2124
$7.73K ﹤0.01%
200
2125
$7.71K ﹤0.01%
727
-7
83 84
85
86 87