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
2276
$4.97K ﹤0.01%
22
2277
$4.97K ﹤0.01%
+100
2278
$4.96K ﹤0.01%
200
2279
$4.94K ﹤0.01%
175
2280
$4.9K ﹤0.01%
700
2281
$4.9K ﹤0.01%
87
2282
$4.87K ﹤0.01%
98
-21
2283
$4.87K ﹤0.01%
142
-20
2284
$4.86K ﹤0.01%
555
2285
$4.82K ﹤0.01%
950
2286
$4.79K ﹤0.01%
272
2287
$4.78K ﹤0.01%
42
2288
$4.78K ﹤0.01%
575
2289
$4.76K ﹤0.01%
500
-323
2290
$4.76K ﹤0.01%
126
-24
2291
$4.74K ﹤0.01%
+200
2292
$4.73K ﹤0.01%
142
+84
2293
$4.73K ﹤0.01%
420
2294
$4.73K ﹤0.01%
106
-5
2295
$4.72K ﹤0.01%
243
2296
$4.71K ﹤0.01%
1,000
-359
2297
$4.71K ﹤0.01%
100
2298
$4.7K ﹤0.01%
93
2299
$4.7K ﹤0.01%
94
2300
$4.7K ﹤0.01%
528
-1,364
90 91
92
93 94