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
2501
$2.42K ﹤0.01%
96
2502
$2.42K ﹤0.01%
78
2503
$2.41K ﹤0.01%
17
-160
2504
$2.4K ﹤0.01%
994
+404
2505
$2.4K ﹤0.01%
36
2506
$2.37K ﹤0.01%
14
+10
2507
$2.35K ﹤0.01%
124
2508
$2.35K ﹤0.01%
+700
2509
$2.33K ﹤0.01%
30
2510
$2.32K ﹤0.01%
141
+1
2511
$2.3K ﹤0.01%
+100
2512
$2.29K ﹤0.01%
11
-2
2513
$2.27K ﹤0.01%
66
2514
$2.27K ﹤0.01%
85
2515
$2.27K ﹤0.01%
120
2516
$2.25K ﹤0.01%
+100
2517
$2.24K ﹤0.01%
150
2518
$2.24K ﹤0.01%
45
+19
2519
$2.23K ﹤0.01%
500
2520
$2.23K ﹤0.01%
296
2521
$2.22K ﹤0.01%
2,000
2522
$2.21K ﹤0.01%
78
2523
$2.21K ﹤0.01%
40
2524
$2.21K ﹤0.01%
72
2525
$2.21K ﹤0.01%
62
99 100
101
102 103