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
2751
$717 ﹤0.01%
34
-225
2752
$715 ﹤0.01%
500
2753
$711 ﹤0.01%
190
+100
2754
$711 ﹤0.01%
9
2755
$708 ﹤0.01%
82
2756
$705 ﹤0.01%
22
2757
$701 ﹤0.01%
25
2758
$698 ﹤0.01%
18
+10
2759
$697 ﹤0.01%
115
2760
$693 ﹤0.01%
196
2761
$686 ﹤0.01%
18
-15
2762
$682 ﹤0.01%
212
2763
$675 ﹤0.01%
+8
2764
$672 ﹤0.01%
10
2765
$669 ﹤0.01%
24
-245
2766
$665 ﹤0.01%
30
2767
$662 ﹤0.01%
100
2768
$662 ﹤0.01%
200
2769
$657 ﹤0.01%
20
2770
$652 ﹤0.01%
30
2771
$650 ﹤0.01%
8
2772
$649 ﹤0.01%
82
2773
$630 ﹤0.01%
+28
2774
$630 ﹤0.01%
257
2775
$630 ﹤0.01%
100
109 110
111
112 113