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
$1.99B
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,165
New
Increased
Reduced
Closed

Top Buys

1
+$64.7M
2
+$18.8M
3
+$13.9M
4
GJUL icon
FT Vest US Equity Moderate Buffer ETF July
GJUL
+$8.69M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$5.51M

Top Sells

1
+$51.9M
2
+$25.8M
3
+$12.4M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$7.03M
5
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$6.23M

Sector Composition

1 Technology 4.84%
2 Consumer Staples 2.59%
3 Financials 2.46%
4 Consumer Discretionary 2.08%
5 Healthcare 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.74M 0.09%
30,336
+321
227
$1.72M 0.09%
13,519
-152
228
$1.69M 0.08%
24,464
+4,113
229
$1.69M 0.08%
20,977
+5,620
230
$1.69M 0.08%
3,338
-126
231
$1.68M 0.08%
62,123
+1,259
232
$1.68M 0.08%
56,798
233
$1.67M 0.08%
54,329
-8,560
234
$1.67M 0.08%
39,661
+434
235
$1.66M 0.08%
22,998
+1,117
236
$1.65M 0.08%
51,390
237
$1.64M 0.08%
150,836
+3,988
238
$1.63M 0.08%
25,231
-6,942
239
$1.63M 0.08%
27,662
-1,184
240
$1.61M 0.08%
18,296
+2,021
241
$1.61M 0.08%
36,300
-23,268
242
$1.61M 0.08%
5,890
+673
243
$1.6M 0.08%
64,935
+23,750
244
$1.59M 0.08%
22,084
+1,040
245
$1.58M 0.08%
7,578
+726
246
$1.55M 0.08%
26,975
+1,027
247
$1.55M 0.08%
77,433
-2,248
248
$1.53M 0.08%
39,616
+1,738
249
$1.53M 0.08%
43,765
-290
250
$1.53M 0.08%
29,079
+695
8 9
10
11 12