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
2176
$6.72K ﹤0.01%
155
2177
$6.71K ﹤0.01%
413
+3
2178
$6.69K ﹤0.01%
445
2179
$6.69K ﹤0.01%
643
-94,222
2180
$6.67K ﹤0.01%
60
+10
2181
$6.66K ﹤0.01%
251
2182
$6.65K ﹤0.01%
178
2183
$6.64K ﹤0.01%
73
2184
$6.61K ﹤0.01%
397
+117
2185
$6.59K ﹤0.01%
917
-218
2186
$6.58K ﹤0.01%
188
+7
2187
$6.53K ﹤0.01%
126
-27
2188
$6.52K ﹤0.01%
62
2189
$6.51K ﹤0.01%
170
2190
$6.5K ﹤0.01%
290
-99
2191
$6.5K ﹤0.01%
162
2192
$6.45K ﹤0.01%
215
-7
2193
$6.45K ﹤0.01%
160
+20
2194
$6.42K ﹤0.01%
115
+90
2195
$6.41K ﹤0.01%
300
2196
$6.39K ﹤0.01%
97
2197
$6.32K ﹤0.01%
100
2198
$6.32K ﹤0.01%
772
+82
2199
$6.3K ﹤0.01%
100
2200
$6.29K ﹤0.01%
590
86 87
88
89 90