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
2151
$7.18K ﹤0.01%
129
2152
$7.16K ﹤0.01%
207
2153
$7.13K ﹤0.01%
44
2154
$7.13K ﹤0.01%
91
+71
2155
$7.11K ﹤0.01%
155
2156
$7.11K ﹤0.01%
1,066
2157
$7.1K ﹤0.01%
220
2158
$7.09K ﹤0.01%
174
2159
$7.09K ﹤0.01%
208
-2
2160
$7.08K ﹤0.01%
443
2161
$7.08K ﹤0.01%
88
+11
2162
$7.06K ﹤0.01%
1,000
2163
$7.05K ﹤0.01%
428
-70
2164
$7.03K ﹤0.01%
253
2165
$7.03K ﹤0.01%
339
2166
$7.01K ﹤0.01%
41
2167
$6.98K ﹤0.01%
500
2168
$6.97K ﹤0.01%
1,890
2169
$6.95K ﹤0.01%
210
2170
$6.93K ﹤0.01%
1,879
2171
$6.89K ﹤0.01%
250
2172
$6.89K ﹤0.01%
149
2173
$6.88K ﹤0.01%
183
-5
2174
$6.88K ﹤0.01%
65
2175
$6.76K ﹤0.01%
136
+111
85 86
87
88 89