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
2251
$5.32K ﹤0.01%
467
+13
2252
$5.29K ﹤0.01%
300
2253
$5.26K ﹤0.01%
192
2254
$5.26K ﹤0.01%
66
-5
2255
$5.25K ﹤0.01%
32
2256
$5.25K ﹤0.01%
83
-102
2257
$5.25K ﹤0.01%
200
-43
2258
$5.23K ﹤0.01%
565
2259
$5.23K ﹤0.01%
25
+9
2260
$5.22K ﹤0.01%
175
2261
$5.22K ﹤0.01%
265
2262
$5.2K ﹤0.01%
679
-37
2263
$5.18K ﹤0.01%
290
2264
$5.18K ﹤0.01%
113
2265
$5.16K ﹤0.01%
81
2266
$5.13K ﹤0.01%
20
-8
2267
$5.12K ﹤0.01%
300
2268
$5.11K ﹤0.01%
+330
2269
$5.08K ﹤0.01%
52
-1
2270
$5.08K ﹤0.01%
278
2271
$5.07K ﹤0.01%
240
+225
2272
$5.03K ﹤0.01%
625
2273
$5K ﹤0.01%
563
2274
$4.99K ﹤0.01%
1,590
-800
2275
$4.99K ﹤0.01%
288
89 90
91
92 93