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
2226
$5.68K ﹤0.01%
642
-20
2227
$5.67K ﹤0.01%
500
2228
$5.65K ﹤0.01%
81
-54
2229
$5.64K ﹤0.01%
185
2230
$5.62K ﹤0.01%
129
-46
2231
$5.62K ﹤0.01%
484
-116
2232
$5.62K ﹤0.01%
100
2233
$5.56K ﹤0.01%
100
2234
$5.53K ﹤0.01%
2,736
+79
2235
$5.51K ﹤0.01%
196
-7
2236
$5.5K ﹤0.01%
339
-25
2237
$5.48K ﹤0.01%
295
+214
2238
$5.47K ﹤0.01%
128
2239
$5.44K ﹤0.01%
+311
2240
$5.43K ﹤0.01%
+135
2241
$5.43K ﹤0.01%
1,500
-600
2242
$5.41K ﹤0.01%
202
2243
$5.41K ﹤0.01%
1,053
2244
$5.39K ﹤0.01%
1,237
2245
$5.39K ﹤0.01%
83
+9
2246
$5.39K ﹤0.01%
160
2247
$5.39K ﹤0.01%
58
+20
2248
$5.37K ﹤0.01%
233
+2
2249
$5.36K ﹤0.01%
20
-37
2250
$5.33K ﹤0.01%
304
88 89
90
91 92