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
801
$193K 0.01%
4,027
802
$192K 0.01%
10,209
-269
803
$191K 0.01%
2,365
-1,017
804
$191K 0.01%
8,786
-948
805
$191K 0.01%
1,121
-88
806
$190K 0.01%
6,181
+134
807
$190K 0.01%
887
+73
808
$190K 0.01%
2,286
+8
809
$190K 0.01%
7,670
-2,140
810
$189K 0.01%
1,268
-30
811
$189K 0.01%
3,485
812
$186K 0.01%
8,598
+1,549
813
$185K 0.01%
3,940
+98
814
$185K 0.01%
8,101
-646
815
$184K 0.01%
4,195
+57
816
$183K 0.01%
2,009
-24
817
$183K 0.01%
18,882
+1,939
818
$182K 0.01%
2,873
+1,255
819
$182K 0.01%
5,640
+143
820
$182K 0.01%
7,910
821
$181K 0.01%
13,631
+642
822
$181K 0.01%
667
+7
823
$180K 0.01%
1,387
+5
824
$179K 0.01%
5,022
+623
825
$178K 0.01%
457
-133
31 32
33
34 35