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
2626
$1.45K ﹤0.01%
239
2627
$1.45K ﹤0.01%
+38
2628
$1.42K ﹤0.01%
39
+9
2629
$1.41K ﹤0.01%
34
-172
2630
$1.4K ﹤0.01%
73
2631
$1.39K ﹤0.01%
148
2632
$1.39K ﹤0.01%
30
2633
$1.39K ﹤0.01%
2,109
+3
2634
$1.38K ﹤0.01%
+1
2635
$1.37K ﹤0.01%
+77
2636
$1.36K ﹤0.01%
100
2637
$1.36K ﹤0.01%
100
2638
$1.33K ﹤0.01%
+25
2639
$1.32K ﹤0.01%
86
2640
$1.32K ﹤0.01%
40
2641
$1.3K ﹤0.01%
259
-191
2642
$1.3K ﹤0.01%
415
+120
2643
$1.3K ﹤0.01%
+100
2644
$1.3K ﹤0.01%
+500
2645
$1.29K ﹤0.01%
15
-3
2646
$1.28K ﹤0.01%
262
2647
$1.28K ﹤0.01%
262
-284
2648
$1.28K ﹤0.01%
12
-85
2649
$1.27K ﹤0.01%
41
-19
2650
$1.27K ﹤0.01%
59
104 105
106
107 108