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
2551
$2.02K ﹤0.01%
196
2552
$2.02K ﹤0.01%
544
2553
$2.02K ﹤0.01%
40
2554
$2.02K ﹤0.01%
50
-274
2555
$2.01K ﹤0.01%
40
2556
$1.99K ﹤0.01%
50
2557
$1.97K ﹤0.01%
59
2558
$1.97K ﹤0.01%
41
-21
2559
$1.95K ﹤0.01%
9
2560
$1.94K ﹤0.01%
60
2561
$1.93K ﹤0.01%
350
2562
$1.92K ﹤0.01%
9
+8
2563
$1.92K ﹤0.01%
43
-233
2564
$1.91K ﹤0.01%
58
2565
$1.9K ﹤0.01%
103
2566
$1.9K ﹤0.01%
28
+23
2567
$1.89K ﹤0.01%
135
2568
$1.89K ﹤0.01%
50
2569
$1.88K ﹤0.01%
62
2570
$1.88K ﹤0.01%
71
2571
$1.88K ﹤0.01%
76
2572
$1.88K ﹤0.01%
300
2573
$1.84K ﹤0.01%
263
2574
$1.82K ﹤0.01%
100
2575
$1.81K ﹤0.01%
44
101 102
103
104 105