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
851
$166K 0.01%
5,230
+5,225
852
$166K 0.01%
6,459
-250
853
$166K 0.01%
3,521
+29
854
$166K 0.01%
15,197
+341
855
$166K 0.01%
4,358
+154
856
$165K 0.01%
3,304
+431
857
$165K 0.01%
2,854
858
$165K 0.01%
5,847
-150
859
$165K 0.01%
3,417
+576
860
$164K 0.01%
2,185
-165
861
$163K 0.01%
1,165
862
$162K 0.01%
4,880
+2,866
863
$161K 0.01%
7,821
+270
864
$161K 0.01%
4,858
-348
865
$161K 0.01%
15,206
866
$160K 0.01%
841
-6
867
$160K 0.01%
2,598
-112
868
$159K 0.01%
2,687
+1,907
869
$159K 0.01%
8,959
-50
870
$159K 0.01%
1,778
-329
871
$159K 0.01%
3,148
-888
872
$158K 0.01%
4,794
+1,713
873
$158K 0.01%
10,759
-138
874
$157K 0.01%
3,825
-16
875
$156K 0.01%
4,040
+1,345
33 34
35
36 37