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
351
$884K 0.04%
11,991
-7,935
352
$879K 0.04%
29,157
+2,571
353
$879K 0.04%
7,779
-552
354
$870K 0.04%
17,167
-1
355
$863K 0.04%
6,151
+5,490
356
$859K 0.04%
58,777
+2,934
357
$856K 0.04%
8,349
-274
358
$853K 0.04%
34,491
-1,988
359
$849K 0.04%
11,722
+88
360
$846K 0.04%
27,023
-126
361
$844K 0.04%
24,065
+3,098
362
$841K 0.04%
34,538
-6,758
363
$837K 0.04%
42,965
+1,915
364
$830K 0.04%
9,116
+137
365
$830K 0.04%
20,253
+1,135
366
$829K 0.04%
17,761
+1,629
367
$828K 0.04%
17,636
+5,339
368
$821K 0.04%
5,406
-6
369
$814K 0.04%
17,974
+785
370
$811K 0.04%
13,880
+350
371
$811K 0.04%
14,152
-1,129
372
$809K 0.04%
24,125
-43,156
373
$809K 0.04%
16,234
-344
374
$806K 0.04%
23,736
-2,112
375
$805K 0.04%
27,390
-635
13 14
15
16 17