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
2926
$95 ﹤0.01%
51
2927
$92 ﹤0.01%
1
2928
$92 ﹤0.01%
10
2929
$92 ﹤0.01%
140
2930
$91 ﹤0.01%
2
2931
$91 ﹤0.01%
1
2932
$90 ﹤0.01%
3
2933
$84 ﹤0.01%
20
2934
$84 ﹤0.01%
5
2935
$82 ﹤0.01%
38
2936
$81 ﹤0.01%
75
2937
$79 ﹤0.01%
10
2938
$75 ﹤0.01%
16
2939
$72 ﹤0.01%
33
2940
$67 ﹤0.01%
100
2941
$66 ﹤0.01%
2
2942
$66 ﹤0.01%
+7
2943
$66 ﹤0.01%
6
2944
$55 ﹤0.01%
2
2945
$53 ﹤0.01%
1
2946
$53 ﹤0.01%
4
2947
$48 ﹤0.01%
25
2948
$46 ﹤0.01%
9
2949
$43 ﹤0.01%
7
2950
$42 ﹤0.01%
20
-20
116 117
118
119 120