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
51
$6.89M 0.35%
158,450
+13,990
52
$6.64M 0.33%
124,073
+5,700
53
$6.48M 0.33%
405,606
-97,015
54
$6.41M 0.32%
48,620
-5,130
55
$6.29M 0.32%
43,360
+960
56
$6.25M 0.31%
17,850
+6,969
57
$6.17M 0.31%
245,566
+219,607
58
$6.06M 0.3%
77,578
+8,476
59
$6M 0.3%
45,863
-77
60
$5.99M 0.3%
131,045
+7,509
61
$5.97M 0.3%
120,541
-2,477
62
$5.9M 0.3%
50,156
+2,567
63
$5.76M 0.29%
115,475
+12,770
64
$5.71M 0.29%
98,647
+6,311
65
$5.45M 0.27%
246,332
+9,570
66
$5.42M 0.27%
174,836
+7,760
67
$5.41M 0.27%
131,132
+6,758
68
$5.27M 0.26%
195,941
+23,665
69
$5.18M 0.26%
308,791
+6,066
70
$5.15M 0.26%
36,871
-1,945
71
$5.13M 0.26%
56,774
+10,263
72
$5.04M 0.25%
16,679
-3,023
73
$5.03M 0.25%
84,925
+3,201
74
$5.03M 0.25%
149,852
+24,799
75
$5.01M 0.25%
20,024
+808
1 2
3
4 5