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
651
$303K 0.02%
12,137
+3,174
652
$302K 0.02%
4,186
+828
653
$302K 0.02%
17,665
-133
654
$302K 0.02%
1,982
+188
655
$301K 0.02%
29,189
-3,930
656
$300K 0.02%
5,257
+988
657
$299K 0.02%
17,989
658
$299K 0.02%
3,494
+346
659
$298K 0.01%
3,218
660
$297K 0.01%
7,178
+2,779
661
$297K 0.01%
5,683
+25
662
$297K 0.01%
10,113
-6,348
663
$296K 0.01%
1,178
-26
664
$295K 0.01%
2,212
-261
665
$295K 0.01%
2,719
+62
666
$294K 0.01%
10,154
+138
667
$294K 0.01%
11,031
-798
668
$294K 0.01%
2,354
-168
669
$294K 0.01%
1,029
+31
670
$294K 0.01%
66,843
+4,900
671
$292K 0.01%
30,683
-150
672
$291K 0.01%
6,195
+541
673
$290K 0.01%
19,419
+267
674
$289K 0.01%
13,633
+140
675
$289K 0.01%
9,498
25 26
27
28 29