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
601
$350K 0.02%
5,295
-230
602
$348K 0.02%
2,071
-214
603
$346K 0.02%
8,698
+506
604
$345K 0.02%
17,784
+941
605
$344K 0.02%
9,265
-2,540
606
$344K 0.02%
4,167
-193
607
$344K 0.02%
5,054
+20
608
$343K 0.02%
14,414
+3,367
609
$343K 0.02%
13,983
+582
610
$343K 0.02%
7,007
-953
611
$343K 0.02%
10,210
+1,981
612
$343K 0.02%
3,656
-21,913
613
$339K 0.02%
18,993
+6,198
614
$338K 0.02%
15,930
-566
615
$338K 0.02%
6,780
+6,429
616
$338K 0.02%
32,368
617
$337K 0.02%
5,733
-101
618
$337K 0.02%
6,235
-985
619
$336K 0.02%
11,058
+380
620
$333K 0.02%
2,772
+93
621
$332K 0.02%
15,548
+800
622
$330K 0.02%
1,002
-7
623
$326K 0.02%
10,001
-7,047
624
$323K 0.02%
4,753
-217
625
$321K 0.02%
4,102
-5
23 24
25
26 27