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
2851
$310 ﹤0.01%
9
-603
2852
$307 ﹤0.01%
17
2853
$307 ﹤0.01%
14
2854
$306 ﹤0.01%
39
2855
$298 ﹤0.01%
100
2856
$297 ﹤0.01%
4
2857
$295 ﹤0.01%
8
2858
$294 ﹤0.01%
5
2859
$291 ﹤0.01%
+12
2860
$290 ﹤0.01%
10
2861
$287 ﹤0.01%
65
2862
$284 ﹤0.01%
+3
2863
$279 ﹤0.01%
4
2864
$278 ﹤0.01%
12
2865
$278 ﹤0.01%
4
-149
2866
$260 ﹤0.01%
100
2867
$243 ﹤0.01%
40
2868
$241 ﹤0.01%
5
2869
$241 ﹤0.01%
28
2870
$237 ﹤0.01%
105
2871
$235 ﹤0.01%
10
-100
2872
$231 ﹤0.01%
10
2873
$226 ﹤0.01%
+22
2874
$224 ﹤0.01%
101
2875
$222 ﹤0.01%
30
113 114
115
116 117