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
2876
$221 ﹤0.01%
14
2877
$221 ﹤0.01%
2
-1
2878
$217 ﹤0.01%
+20
2879
$216 ﹤0.01%
10
2880
$213 ﹤0.01%
26
2881
$212 ﹤0.01%
8
2882
$212 ﹤0.01%
+100
2883
$209 ﹤0.01%
1
-6
2884
$208 ﹤0.01%
100
2885
$205 ﹤0.01%
3
-5
2886
$201 ﹤0.01%
50
2887
$192 ﹤0.01%
+25
2888
$191 ﹤0.01%
3
-13
2889
$186 ﹤0.01%
6
2890
$185 ﹤0.01%
+50
2891
$185 ﹤0.01%
10
2892
$171 ﹤0.01%
11
2893
$168 ﹤0.01%
6
2894
$167 ﹤0.01%
1
2895
$165 ﹤0.01%
20
2896
$163 ﹤0.01%
297
2897
$160 ﹤0.01%
+2
2898
$159 ﹤0.01%
+30
2899
$159 ﹤0.01%
53
-45
2900
$147 ﹤0.01%
6
114 115
116
117 118