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
2426
$3.22K ﹤0.01%
66
2427
$3.22K ﹤0.01%
+114
2428
$3.2K ﹤0.01%
100
2429
$3.2K ﹤0.01%
+127
2430
$3.18K ﹤0.01%
58
2431
$3.17K ﹤0.01%
36
2432
$3.17K ﹤0.01%
70
2433
$3.16K ﹤0.01%
62
2434
$3.15K ﹤0.01%
263
2435
$3.15K ﹤0.01%
300
2436
$3.15K ﹤0.01%
+112
2437
$3.14K ﹤0.01%
182
-116
2438
$3.14K ﹤0.01%
108
-16
2439
$3.14K ﹤0.01%
283
2440
$3.13K ﹤0.01%
+200
2441
$3.12K ﹤0.01%
3,434
2442
$3.12K ﹤0.01%
100
2443
$3.11K ﹤0.01%
70
2444
$3.11K ﹤0.01%
53
2445
$3.1K ﹤0.01%
103
2446
$3.08K ﹤0.01%
121
-100
2447
$3.08K ﹤0.01%
70
2448
$3.08K ﹤0.01%
124
2449
$3.06K ﹤0.01%
2
2450
$3.04K ﹤0.01%
175
+100
96 97
98
99 100