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
776
$208K 0.01%
6,438
-296
777
$208K 0.01%
1,904
+12
778
$207K 0.01%
4,680
+689
779
$206K 0.01%
6,230
780
$206K 0.01%
109,441
+1,212
781
$205K 0.01%
5,375
+276
782
$205K 0.01%
3,165
+2
783
$204K 0.01%
4,855
784
$204K 0.01%
663
-55
785
$203K 0.01%
4,543
+23
786
$202K 0.01%
6,621
787
$202K 0.01%
5,994
+290
788
$202K 0.01%
3,423
+845
789
$201K 0.01%
5,801
+70
790
$200K 0.01%
2,314
+167
791
$200K 0.01%
2,067
-5
792
$200K 0.01%
4,732
-72
793
$200K 0.01%
27,110
+123
794
$199K 0.01%
8,072
+1,162
795
$199K 0.01%
2,481
-15
796
$198K 0.01%
6,045
-564
797
$197K 0.01%
1,610
-316
798
$196K 0.01%
5,340
+46
799
$195K 0.01%
4,130
+670
800
$194K 0.01%
6,254
30 31
32
33 34