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
251
$1.52M 0.08%
26,268
-1,755
252
$1.52M 0.08%
30,171
-2,304
253
$1.52M 0.08%
30,871
-9,771
254
$1.51M 0.08%
15,877
-11,953
255
$1.5M 0.08%
46,380
-389
256
$1.49M 0.07%
30,258
+6,286
257
$1.48M 0.07%
3,620
+408
258
$1.48M 0.07%
7,256
+213
259
$1.47M 0.07%
23,374
-445
260
$1.45M 0.07%
13,725
+3,078
261
$1.45M 0.07%
24,577
-3,455
262
$1.44M 0.07%
29,147
+211
263
$1.43M 0.07%
47,313
+1,660
264
$1.42M 0.07%
11,894
+965
265
$1.41M 0.07%
18,663
+376
266
$1.4M 0.07%
38,453
-2
267
$1.4M 0.07%
35,588
-580
268
$1.4M 0.07%
44,085
+7,538
269
$1.39M 0.07%
14,339
-2,055
270
$1.39M 0.07%
36,561
-10
271
$1.39M 0.07%
57,654
-2,930
272
$1.37M 0.07%
79,829
+1,355
273
$1.36M 0.07%
4,975
+245
274
$1.36M 0.07%
60,370
+1,000
275
$1.35M 0.07%
13,310
-675
9 10
11
12 13