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
2651
$1.27K ﹤0.01%
81
+1
2652
$1.26K ﹤0.01%
90
-15
2653
$1.26K ﹤0.01%
54
2654
$1.26K ﹤0.01%
1,711
2655
$1.26K ﹤0.01%
100
2656
$1.26K ﹤0.01%
92
-44
2657
$1.25K ﹤0.01%
500
2658
$1.23K ﹤0.01%
100
2659
$1.2K ﹤0.01%
38
2660
$1.2K ﹤0.01%
50
2661
$1.2K ﹤0.01%
392
2662
$1.2K ﹤0.01%
170
+150
2663
$1.2K ﹤0.01%
1,006
+990
2664
$1.19K ﹤0.01%
57
2665
$1.19K ﹤0.01%
15
-15
2666
$1.18K ﹤0.01%
1,000
2667
$1.18K ﹤0.01%
+508
2668
$1.18K ﹤0.01%
24
2669
$1.17K ﹤0.01%
90
2670
$1.17K ﹤0.01%
10
2671
$1.16K ﹤0.01%
39
2672
$1.16K ﹤0.01%
20
+18
2673
$1.16K ﹤0.01%
47
2674
$1.15K ﹤0.01%
265
2675
$1.14K ﹤0.01%
1,509
105 106
107
108 109