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
2676
$1.13K ﹤0.01%
16
2677
$1.13K ﹤0.01%
56
2678
$1.12K ﹤0.01%
+24
2679
$1.12K ﹤0.01%
304
2680
$1.11K ﹤0.01%
45
2681
$1.11K ﹤0.01%
+234
2682
$1.1K ﹤0.01%
100
2683
$1.1K ﹤0.01%
106
+1
2684
$1.08K ﹤0.01%
102
2685
$1.08K ﹤0.01%
51
2686
$1.08K ﹤0.01%
24
2687
$1.08K ﹤0.01%
63
2688
$1.08K ﹤0.01%
100
2689
$1.06K ﹤0.01%
27
+1
2690
$1.05K ﹤0.01%
160
2691
$1.04K ﹤0.01%
13
2692
$1.03K ﹤0.01%
3
+2
2693
$1.03K ﹤0.01%
25
-90
2694
$1.03K ﹤0.01%
120
2695
$1.03K ﹤0.01%
12
2696
$1.02K ﹤0.01%
3
2697
$1.02K ﹤0.01%
51
2698
$1.02K ﹤0.01%
4
+1
2699
$1.02K ﹤0.01%
99
2700
$1.01K ﹤0.01%
5
+3
106 107
108
109 110