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
2351
$4.05K ﹤0.01%
85
-1,153
2352
$4.05K ﹤0.01%
+560
2353
$4.01K ﹤0.01%
65
2354
$4.01K ﹤0.01%
305
2355
$4.01K ﹤0.01%
10
2356
$4K ﹤0.01%
40
2357
$4K ﹤0.01%
60
2358
$3.99K ﹤0.01%
95
2359
$3.97K ﹤0.01%
100
2360
$3.97K ﹤0.01%
+75
2361
$3.96K ﹤0.01%
192
2362
$3.95K ﹤0.01%
43
+30
2363
$3.94K ﹤0.01%
30
2364
$3.93K ﹤0.01%
+85
2365
$3.92K ﹤0.01%
107
2366
$3.91K ﹤0.01%
328
2367
$3.9K ﹤0.01%
370
2368
$3.9K ﹤0.01%
126
2369
$3.9K ﹤0.01%
150
2370
$3.89K ﹤0.01%
+333
2371
$3.88K ﹤0.01%
465
-105
2372
$3.88K ﹤0.01%
155
2373
$3.87K ﹤0.01%
220
2374
$3.86K ﹤0.01%
151
2375
$3.86K ﹤0.01%
176
93 94
95
96 97