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
2826
$390 ﹤0.01%
19
2827
$385 ﹤0.01%
16
-22
2828
$373 ﹤0.01%
5
2829
$370 ﹤0.01%
17
2830
$370 ﹤0.01%
425
2831
$368 ﹤0.01%
+39
2832
$368 ﹤0.01%
130
2833
$365 ﹤0.01%
75
2834
$361 ﹤0.01%
51
2835
$360 ﹤0.01%
45
+22
2836
$360 ﹤0.01%
59
2837
$359 ﹤0.01%
5
2838
$358 ﹤0.01%
30
-133
2839
$356 ﹤0.01%
7
-548
2840
$351 ﹤0.01%
27
-4,093
2841
$350 ﹤0.01%
23
-249
2842
$337 ﹤0.01%
20
2843
$333 ﹤0.01%
33
2844
$318 ﹤0.01%
+25
2845
$317 ﹤0.01%
55
2846
$316 ﹤0.01%
10
2847
$316 ﹤0.01%
15
2848
$315 ﹤0.01%
50
2849
$314 ﹤0.01%
54
2850
$313 ﹤0.01%
+5
112 113
114
115 116