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
526
$442K 0.02%
18,808
+6
527
$441K 0.02%
21,703
+1,395
528
$441K 0.02%
3,482
-32
529
$437K 0.02%
+17,861
530
$437K 0.02%
1,949
+421
531
$435K 0.02%
7,874
+55
532
$434K 0.02%
4,315
-376
533
$434K 0.02%
15,670
534
$431K 0.02%
12,323
535
$430K 0.02%
7,838
-986
536
$430K 0.02%
28,088
537
$428K 0.02%
4,478
-314
538
$426K 0.02%
14,174
-1,427
539
$425K 0.02%
13,168
+9,637
540
$420K 0.02%
2,101
+1,391
541
$417K 0.02%
21,225
-100
542
$417K 0.02%
2,092
+1,059
543
$413K 0.02%
20,517
-93,097
544
$413K 0.02%
9,250
+543
545
$412K 0.02%
12,051
+106
546
$411K 0.02%
4,173
+2,147
547
$410K 0.02%
4,180
-55
548
$408K 0.02%
4,455
-159
549
$407K 0.02%
8,156
+1,978
550
$407K 0.02%
2,065
+880
20 21
22
23 24