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
551
$406K 0.02%
4,280
+206
552
$406K 0.02%
2,596
+382
553
$404K 0.02%
22,099
+414
554
$403K 0.02%
3,591
+606
555
$398K 0.02%
6,833
-467
556
$398K 0.02%
14,701
-157
557
$391K 0.02%
13,467
-3,289
558
$391K 0.02%
19,721
+1,842
559
$391K 0.02%
1,927
+535
560
$390K 0.02%
12,980
-169
561
$390K 0.02%
6,019
-14
562
$389K 0.02%
11,808
+77
563
$389K 0.02%
17,906
+5,649
564
$389K 0.02%
1,869
+24
565
$385K 0.02%
2,690
+6
566
$385K 0.02%
11,425
+1,364
567
$382K 0.02%
1,659
-161
568
$380K 0.02%
12,924
569
$377K 0.02%
7,089
+3,519
570
$376K 0.02%
8,784
571
$375K 0.02%
7,853
-291
572
$374K 0.02%
4,227
+1,028
573
$373K 0.02%
9,203
-500
574
$372K 0.02%
11,189
-3,559
575
$372K 0.02%
7,081
-366
21 22
23
24 25