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
2126
$7.66K ﹤0.01%
162
2127
$7.66K ﹤0.01%
142
2128
$7.65K ﹤0.01%
+3,000
2129
$7.64K ﹤0.01%
+250
2130
$7.58K ﹤0.01%
433
2131
$7.56K ﹤0.01%
+1,086
2132
$7.56K ﹤0.01%
164
-450
2133
$7.5K ﹤0.01%
1,298
+107
2134
$7.5K ﹤0.01%
66
+47
2135
$7.5K ﹤0.01%
168
2136
$7.49K ﹤0.01%
500
-100
2137
$7.47K ﹤0.01%
4,850
2138
$7.46K ﹤0.01%
571
-343
2139
$7.42K ﹤0.01%
404
2140
$7.41K ﹤0.01%
102
-4
2141
$7.41K ﹤0.01%
178
2142
$7.37K ﹤0.01%
58
2143
$7.33K ﹤0.01%
782
+601
2144
$7.33K ﹤0.01%
170
+118
2145
$7.31K ﹤0.01%
2,035
2146
$7.3K ﹤0.01%
299
2147
$7.29K ﹤0.01%
220
-26
2148
$7.27K ﹤0.01%
600
2149
$7.25K ﹤0.01%
1,101
-25
2150
$7.18K ﹤0.01%
984
+31
84 85
86
87 88