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
2301
$4.7K ﹤0.01%
+300
2302
$4.64K ﹤0.01%
261
2303
$4.62K ﹤0.01%
183
+32
2304
$4.58K ﹤0.01%
250
-1,600
2305
$4.55K ﹤0.01%
47
-13
2306
$4.55K ﹤0.01%
86
2307
$4.54K ﹤0.01%
350
2308
$4.53K ﹤0.01%
22
-19
2309
$4.51K ﹤0.01%
154
2310
$4.49K ﹤0.01%
50
2311
$4.47K ﹤0.01%
641
-39
2312
$4.47K ﹤0.01%
910
-20
2313
$4.46K ﹤0.01%
107
2314
$4.45K ﹤0.01%
5,000
+4,530
2315
$4.43K ﹤0.01%
2,250
2316
$4.43K ﹤0.01%
168
-77
2317
$4.41K ﹤0.01%
47
2318
$4.38K ﹤0.01%
44
2319
$4.36K ﹤0.01%
100
2320
$4.36K ﹤0.01%
500
2321
$4.31K ﹤0.01%
+40
2322
$4.3K ﹤0.01%
159
2323
$4.29K ﹤0.01%
291
-14
2324
$4.29K ﹤0.01%
133
2325
$4.29K ﹤0.01%
500
91 92
93
94 95