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
2401
$3.55K ﹤0.01%
280
-100
2402
$3.54K ﹤0.01%
293
2403
$3.54K ﹤0.01%
50
2404
$3.54K ﹤0.01%
142
2405
$3.51K ﹤0.01%
78
2406
$3.5K ﹤0.01%
40
2407
$3.48K ﹤0.01%
500
2408
$3.48K ﹤0.01%
200
2409
$3.48K ﹤0.01%
60
2410
$3.48K ﹤0.01%
321
2411
$3.47K ﹤0.01%
57
2412
$3.46K ﹤0.01%
60
2413
$3.45K ﹤0.01%
81
+1
2414
$3.44K ﹤0.01%
196
+4
2415
$3.43K ﹤0.01%
50
2416
$3.41K ﹤0.01%
100
2417
$3.39K ﹤0.01%
392
+242
2418
$3.39K ﹤0.01%
34
2419
$3.36K ﹤0.01%
114
2420
$3.32K ﹤0.01%
+333
2421
$3.31K ﹤0.01%
420
2422
$3.28K ﹤0.01%
200
2423
$3.27K ﹤0.01%
956
2424
$3.26K ﹤0.01%
90
2425
$3.22K ﹤0.01%
100
+2
95 96
97
98 99