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
576
$370K 0.02%
11,066
-1,075
577
$370K 0.02%
13,280
578
$369K 0.02%
1,429
+98
579
$367K 0.02%
21,083
-8,310
580
$367K 0.02%
3,132
+166
581
$366K 0.02%
6,639
-706
582
$365K 0.02%
5,808
+355
583
$365K 0.02%
22,754
-462
584
$364K 0.02%
1,126
+27
585
$364K 0.02%
3,948
-30
586
$363K 0.02%
3,309
+24
587
$363K 0.02%
21,867
+1,916
588
$361K 0.02%
10,765
-181
589
$360K 0.02%
10,699
+1,700
590
$359K 0.02%
12,461
-8
591
$359K 0.02%
7,144
-1,198
592
$358K 0.02%
7,014
-1,771
593
$356K 0.02%
13,086
-500
594
$355K 0.02%
22,730
-250
595
$353K 0.02%
4,606
-670
596
$352K 0.02%
1,541
+284
597
$352K 0.02%
3,374
-30
598
$352K 0.02%
11,708
+348
599
$350K 0.02%
4,797
-30
600
$350K 0.02%
1,524
-166
22 23
24
25 26