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
501
$466K 0.02%
6,211
-399
502
$465K 0.02%
6,064
+970
503
$465K 0.02%
4,759
-567
504
$465K 0.02%
17,310
-4,433
505
$464K 0.02%
61,616
+2,079
506
$464K 0.02%
2,099
+777
507
$463K 0.02%
16,216
-222
508
$463K 0.02%
33,724
-7
509
$462K 0.02%
6,821
+244
510
$461K 0.02%
16,829
+901
511
$461K 0.02%
57,640
+3,727
512
$460K 0.02%
6,063
+57
513
$459K 0.02%
7,069
+78
514
$451K 0.02%
17,361
-6,195
515
$451K 0.02%
10,753
+609
516
$449K 0.02%
61,885
+61
517
$448K 0.02%
23,712
-133
518
$448K 0.02%
14,637
+4,293
519
$448K 0.02%
13,746
-100
520
$447K 0.02%
35,427
-2,981
521
$446K 0.02%
4,701
+636
522
$444K 0.02%
3,133
+330
523
$444K 0.02%
11,995
-586
524
$444K 0.02%
50,690
+679
525
$443K 0.02%
6,394
+114
19 20
21
22 23