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
2326
$4.28K ﹤0.01%
134
2327
$4.26K ﹤0.01%
421
-633
2328
$4.26K ﹤0.01%
193
2329
$4.26K ﹤0.01%
367
2330
$4.25K ﹤0.01%
498
2331
$4.25K ﹤0.01%
405
2332
$4.24K ﹤0.01%
184
2333
$4.23K ﹤0.01%
275
+200
2334
$4.21K ﹤0.01%
325
+250
2335
$4.2K ﹤0.01%
968
+300
2336
$4.16K ﹤0.01%
150
2337
$4.16K ﹤0.01%
140
-738
2338
$4.15K ﹤0.01%
200
-220
2339
$4.14K ﹤0.01%
50
2340
$4.14K ﹤0.01%
42
2341
$4.13K ﹤0.01%
73
2342
$4.12K ﹤0.01%
192
2343
$4.12K ﹤0.01%
106
2344
$4.11K ﹤0.01%
92
2345
$4.11K ﹤0.01%
219
-264
2346
$4.09K ﹤0.01%
160
2347
$4.09K ﹤0.01%
300
2348
$4.09K ﹤0.01%
952
2349
$4.08K ﹤0.01%
400
-180
2350
$4.06K ﹤0.01%
33
92 93
94
95 96