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
401
$724K 0.04%
4,769
+172
402
$723K 0.04%
10,174
-97
403
$719K 0.04%
6,472
-862
404
$714K 0.04%
7,011
-186
405
$709K 0.04%
23,514
-3,676
406
$704K 0.04%
15,899
-109
407
$703K 0.04%
31,595
+164
408
$684K 0.03%
13,180
-345
409
$681K 0.03%
34,344
-2,309
410
$679K 0.03%
15,199
+7,034
411
$677K 0.03%
14,897
-327
412
$676K 0.03%
6,277
-66
413
$672K 0.03%
+27,177
414
$667K 0.03%
16,266
+369
415
$664K 0.03%
1,677
+222
416
$658K 0.03%
9,666
-670
417
$653K 0.03%
35,577
+1,622
418
$652K 0.03%
10,961
-367
419
$649K 0.03%
35,300
-2,842
420
$645K 0.03%
23,822
-417
421
$637K 0.03%
7,335
-293
422
$636K 0.03%
5,173
-236
423
$635K 0.03%
23,254
+1,066
424
$633K 0.03%
38,038
+1,632
425
$631K 0.03%
10,197
+4,345
15 16
17
18 19