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
201
$1.78M 0.1%
26,279
+162
202
$1.77M 0.1%
52,036
+7,746
203
$1.76M 0.1%
74,785
+2,929
204
$1.76M 0.1%
13,135
+787
205
$1.75M 0.1%
27,320
+4,030
206
$1.73M 0.09%
35,230
-381
207
$1.72M 0.09%
98,966
+8,484
208
$1.72M 0.09%
76,581
+28,707
209
$1.72M 0.09%
89,887
-1,693
210
$1.72M 0.09%
34,026
+943
211
$1.69M 0.09%
16,988
-1,445
212
$1.67M 0.09%
85,528
+12,371
213
$1.64M 0.09%
75,610
-3,839
214
$1.64M 0.09%
29,529
-1,053
215
$1.63M 0.09%
46,533
-252,264
216
$1.62M 0.09%
16,391
+12,663
217
$1.62M 0.09%
43,439
+4,103
218
$1.62M 0.09%
29,537
-1,781
219
$1.62M 0.09%
6,625
+318
220
$1.61M 0.09%
32,131
+3,389
221
$1.61M 0.09%
36,165
+6,520
222
$1.61M 0.09%
24,896
+1,545
223
$1.61M 0.09%
29,512
+18,887
224
$1.6M 0.09%
26,286
+388
225
$1.6M 0.09%
66,212
-381
7 8
9
10 11