We are live on ! Find out more
HI

Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$65.5M
2
+$19.6M
3
+$14.2M
4
GJUL icon
FT Vest US Equity Moderate Buffer ETF July
GJUL
+$8.86M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$5.69M

Top Sells

1
+$54.9M
2
+$26.1M
3
+$12.5M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$7.69M
5
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$6.32M

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
3001
– –
-200
3002
– –
-73
3003
– –
-1,044
3004
– –
-100
3005
– –
-9
3006
– –
-1,706
3007
– –
-2
3008
– –
-81,973
3009
– –
-867
3010
– –
-20
3011
– –
-93
3012
– –
-1,384
3013
– –
-1,067
3014
– –
-1,141
3015
– –
-55
3016
– –
-4
3017
– –
-68,743
3018
– –
-100
3019
– –
-1,350
3020
– –
-75
3021
– –
-200
3022
– –
-26
3023
– –
-38
3024
– –
-180
3025
– –
-40
119 120
121
122 123