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
276
$1.34M 0.07%
37,566
-1,446
277
$1.32M 0.07%
14,528
+2,038
278
$1.32M 0.07%
23,460
+4,367
279
$1.31M 0.07%
54,941
+134
280
$1.31M 0.07%
14,362
-1,297
281
$1.29M 0.06%
27,285
-1,413
282
$1.29M 0.06%
25,623
+425
283
$1.28M 0.06%
21,120
-240
284
$1.25M 0.06%
11,291
-530
285
$1.25M 0.06%
23,896
-9,344
286
$1.25M 0.06%
56,115
+1,333
287
$1.24M 0.06%
18,984
-1,428
288
$1.23M 0.06%
38,072
-148
289
$1.22M 0.06%
8,364
-298
290
$1.21M 0.06%
44,435
+7,099
291
$1.2M 0.06%
30,601
292
$1.2M 0.06%
34,438
+673
293
$1.2M 0.06%
32,041
+7,939
294
$1.2M 0.06%
11,294
-222
295
$1.19M 0.06%
34,984
-281
296
$1.19M 0.06%
30,617
-49,125
297
$1.17M 0.06%
14,921
+473
298
$1.16M 0.06%
26,554
+2,294
299
$1.16M 0.06%
26,828
-198
300
$1.15M 0.06%
30,146
-193
10 11
12
13 14