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
2451
$3.03K ﹤0.01%
150
2452
$3.02K ﹤0.01%
31
2453
$2.99K ﹤0.01%
28
-26
2454
$2.98K ﹤0.01%
+32
2455
$2.98K ﹤0.01%
31
2456
$2.98K ﹤0.01%
85
2457
$2.98K ﹤0.01%
13
2458
$2.97K ﹤0.01%
67
-4
2459
$2.97K ﹤0.01%
142
2460
$2.97K ﹤0.01%
70
+20
2461
$2.94K ﹤0.01%
110
2462
$2.94K ﹤0.01%
50
2463
$2.91K ﹤0.01%
50
2464
$2.9K ﹤0.01%
14
2465
$2.89K ﹤0.01%
14
2466
$2.87K ﹤0.01%
200
2467
$2.82K ﹤0.01%
300
+207
2468
$2.82K ﹤0.01%
441
+131
2469
$2.79K ﹤0.01%
86
2470
$2.76K ﹤0.01%
23
2471
$2.76K ﹤0.01%
57
2472
$2.75K ﹤0.01%
555
2473
$2.75K ﹤0.01%
30
-465
2474
$2.75K ﹤0.01%
52
2475
$2.74K ﹤0.01%
2,000
97 98
99
100 101