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
26
$11.3M 0.57%
27,302
+1,196
27
$11.2M 0.56%
160,111
+23,511
28
$11.2M 0.56%
510,262
+6,712
29
$10.5M 0.53%
38,704
+2,756
30
$9.79M 0.49%
104,207
-6,844
31
$9.7M 0.49%
289,972
-5,199
32
$9.53M 0.48%
301,358
+4,456
33
$8.98M 0.45%
95,216
-549,702
34
$8.73M 0.44%
199,754
+14,188
35
$8.69M 0.44%
+290,360
36
$8.66M 0.43%
172,543
+16,604
37
$8.57M 0.43%
358,086
+17,226
38
$8.23M 0.41%
56,780
-3,960
39
$8.2M 0.41%
52,805
+1,371
40
$7.88M 0.4%
276,002
-23,676
41
$7.87M 0.39%
311,668
+12,380
42
$7.82M 0.39%
185,923
-14,286
43
$7.75M 0.39%
164,015
-52,515
44
$7.5M 0.38%
184,951
+15,861
45
$7.48M 0.38%
79,571
+5,327
46
$7.36M 0.37%
373,708
-3,206
47
$7.28M 0.37%
52,771
-8,746
48
$7.22M 0.36%
397,188
+123,432
49
$7.17M 0.36%
203,690
-39,626
50
$7.07M 0.35%
122,661
+4,595
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