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
2901
$145 ﹤0.01%
3
2902
$143 ﹤0.01%
41
2903
$137 ﹤0.01%
50
2904
$136 ﹤0.01%
14
2905
$136 ﹤0.01%
+4
2906
$132 ﹤0.01%
2
2907
$128 ﹤0.01%
100
2908
$127 ﹤0.01%
10
2909
$126 ﹤0.01%
183
2910
$125 ﹤0.01%
2
2911
$124 ﹤0.01%
2
2912
$121 ﹤0.01%
200
2913
$119 ﹤0.01%
270
2914
$116 ﹤0.01%
2
2915
$116 ﹤0.01%
1
2916
$116 ﹤0.01%
1
2917
$115 ﹤0.01%
30
2918
$115 ﹤0.01%
14
2919
$114 ﹤0.01%
2
2920
$114 ﹤0.01%
14
2921
$106 ﹤0.01%
1
2922
$105 ﹤0.01%
+5
2923
$105 ﹤0.01%
5
2924
$101 ﹤0.01%
50
2925
$98 ﹤0.01%
7
115 116
117
118 119