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
2201
$6.28K ﹤0.01%
57
-12
2202
$6.27K ﹤0.01%
260
2203
– –
0
2204
$6.16K ﹤0.01%
45
2205
$6.15K ﹤0.01%
1,000
2206
$6.12K ﹤0.01%
116
2207
$6.1K ﹤0.01%
100
2208
$6.1K ﹤0.01%
671
+18
2209
$6.09K ﹤0.01%
191
+119
2210
$6.01K ﹤0.01%
200
2211
$6K ﹤0.01%
150
2212
$6K ﹤0.01%
45
+15
2213
$5.95K ﹤0.01%
+125
2214
$5.95K ﹤0.01%
365
-11
2215
$5.94K ﹤0.01%
91
2216
$5.93K ﹤0.01%
212
2217
$5.88K ﹤0.01%
1,100
2218
$5.86K ﹤0.01%
100
2219
$5.82K ﹤0.01%
112
2220
$5.82K ﹤0.01%
25
2221
$5.81K ﹤0.01%
1,358
2222
$5.79K ﹤0.01%
+100
2223
$5.75K ﹤0.01%
562
+10
2224
$5.72K ﹤0.01%
115
2225
$5.71K ﹤0.01%
188
87 88
89
90 91