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
2526
$2.21K ﹤0.01%
100
2527
$2.2K ﹤0.01%
492
2528
$2.19K ﹤0.01%
32
2529
$2.19K ﹤0.01%
+100
2530
$2.18K ﹤0.01%
49
2531
$2.17K ﹤0.01%
371
-163
2532
$2.17K ﹤0.01%
116
2533
$2.15K ﹤0.01%
125
2534
$2.15K ﹤0.01%
67
2535
$2.14K ﹤0.01%
29
2536
$2.12K ﹤0.01%
60
2537
$2.11K ﹤0.01%
580
+14
2538
$2.1K ﹤0.01%
45
+14
2539
$2.1K ﹤0.01%
70
2540
$2.1K ﹤0.01%
275
2541
$2.06K ﹤0.01%
78
2542
$2.05K ﹤0.01%
158
2543
$2.05K ﹤0.01%
+8
2544
$2.04K ﹤0.01%
69
2545
$2.04K ﹤0.01%
69
2546
$2.04K ﹤0.01%
500
2547
$2.04K ﹤0.01%
57
2548
$2.04K ﹤0.01%
64
2549
$2.03K ﹤0.01%
87
-15
2550
$2.02K ﹤0.01%
37
-13
100 101
102
103 104