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
726
$243K 0.01%
1,210
-189
727
$241K 0.01%
3,890
-186
728
$240K 0.01%
5,010
-14
729
$240K 0.01%
6,504
+2,924
730
$240K 0.01%
8,022
+1,163
731
$239K 0.01%
23,019
-2,371
732
$239K 0.01%
9,422
-702
733
$239K 0.01%
6,495
+1,283
734
$238K 0.01%
11,404
+458
735
$234K 0.01%
2,629
+29
736
$234K 0.01%
8,489
737
$232K 0.01%
2,539
-68
738
$230K 0.01%
10,382
-326
739
$230K 0.01%
9,026
740
$228K 0.01%
2,210
+481
741
$228K 0.01%
6,986
+1,097
742
$228K 0.01%
21,176
+15,958
743
$228K 0.01%
7,774
744
$226K 0.01%
56,068
+674
745
$226K 0.01%
6,075
+1
746
$225K 0.01%
4,290
+524
747
$225K 0.01%
6,315
-23
748
$225K 0.01%
2,097
+27
749
$225K 0.01%
11,055
750
$223K 0.01%
8,507
28 29
30
31 32