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
2601
$1.6K ﹤0.01%
54
-3
2602
$1.6K ﹤0.01%
22
2603
$1.59K ﹤0.01%
50
2604
$1.58K ﹤0.01%
57
-2
2605
$1.58K ﹤0.01%
141
2606
$1.55K ﹤0.01%
298
+7
2607
$1.55K ﹤0.01%
120
2608
$1.54K ﹤0.01%
12
-7
2609
$1.53K ﹤0.01%
58
2610
$1.53K ﹤0.01%
+31
2611
$1.53K ﹤0.01%
163
2612
$1.52K ﹤0.01%
26
2613
$1.52K ﹤0.01%
+35
2614
$1.51K ﹤0.01%
+80
2615
$1.51K ﹤0.01%
60
2616
$1.5K ﹤0.01%
33
-77
2617
$1.5K ﹤0.01%
40
2618
$1.49K ﹤0.01%
350
2619
$1.49K ﹤0.01%
40
2620
$1.48K ﹤0.01%
48
2621
$1.46K ﹤0.01%
30
2622
$1.46K ﹤0.01%
128
2623
$1.45K ﹤0.01%
+8
2624
$1.45K ﹤0.01%
+6
2625
$1.45K ﹤0.01%
225
103 104
105
106 107