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
2376
$3.85K ﹤0.01%
156
2377
$3.82K ﹤0.01%
43
-9
2378
$3.82K ﹤0.01%
125
+100
2379
$3.81K ﹤0.01%
77
-28
2380
$3.81K ﹤0.01%
100
2381
$3.8K ﹤0.01%
300
2382
$3.8K ﹤0.01%
120
2383
$3.79K ﹤0.01%
163
2384
$3.79K ﹤0.01%
+77
2385
$3.78K ﹤0.01%
315
2386
$3.77K ﹤0.01%
138
-48
2387
$3.76K ﹤0.01%
+170
2388
$3.76K ﹤0.01%
132
2389
$3.74K ﹤0.01%
385
2390
$3.72K ﹤0.01%
+100
2391
$3.71K ﹤0.01%
+195
2392
$3.71K ﹤0.01%
110
+2
2393
$3.7K ﹤0.01%
373
-337
2394
$3.69K ﹤0.01%
45
2395
$3.69K ﹤0.01%
36
2396
$3.67K ﹤0.01%
138
2397
$3.67K ﹤0.01%
250
2398
$3.66K ﹤0.01%
35
2399
$3.56K ﹤0.01%
100
2400
$3.55K ﹤0.01%
490
+2
94 95
96
97 98