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
2476
$2.69K ﹤0.01%
83
+1
2477
$2.69K ﹤0.01%
275
2478
$2.68K ﹤0.01%
125
2479
$2.66K ﹤0.01%
50
2480
$2.65K ﹤0.01%
21
2481
$2.64K ﹤0.01%
1,600
2482
$2.64K ﹤0.01%
84
+70
2483
$2.64K ﹤0.01%
338
-72
2484
$2.63K ﹤0.01%
44
2485
$2.62K ﹤0.01%
86
-21
2486
$2.61K ﹤0.01%
24
+22
2487
$2.57K ﹤0.01%
30
2488
$2.56K ﹤0.01%
70
2489
$2.55K ﹤0.01%
134
2490
$2.52K ﹤0.01%
100
2491
$2.48K ﹤0.01%
84
-56
2492
$2.48K ﹤0.01%
73
2493
$2.46K ﹤0.01%
100
2494
$2.45K ﹤0.01%
186
2495
$2.45K ﹤0.01%
12
+7
2496
$2.44K ﹤0.01%
132
2497
$2.43K ﹤0.01%
72
-3
2498
$2.43K ﹤0.01%
57
2499
$2.42K ﹤0.01%
20
+14
2500
$2.42K ﹤0.01%
80
98 99
100
101 102