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
2576
$1.81K ﹤0.01%
70
2577
$1.8K ﹤0.01%
+52
2578
$1.79K ﹤0.01%
18
2579
$1.79K ﹤0.01%
76
-24
2580
$1.78K ﹤0.01%
215
2581
$1.77K ﹤0.01%
12
+6
2582
$1.77K ﹤0.01%
30
2583
$1.76K ﹤0.01%
57
2584
$1.74K ﹤0.01%
87
2585
$1.74K ﹤0.01%
240
2586
$1.73K ﹤0.01%
600
2587
$1.71K ﹤0.01%
100
2588
$1.71K ﹤0.01%
264
2589
$1.69K ﹤0.01%
200
2590
$1.69K ﹤0.01%
23
2591
$1.67K ﹤0.01%
+52
2592
$1.66K ﹤0.01%
7
+6
2593
$1.66K ﹤0.01%
120
-150
2594
$1.65K ﹤0.01%
60
2595
$1.65K ﹤0.01%
75
2596
$1.65K ﹤0.01%
+43
2597
$1.64K ﹤0.01%
56
2598
$1.63K ﹤0.01%
+18
2599
$1.62K ﹤0.01%
+42
2600
$1.61K ﹤0.01%
84
-3
102 103
104
105 106