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
876
$155K 0.01%
3,000
877
$155K 0.01%
3,699
878
$155K 0.01%
1,341
+82
879
$153K 0.01%
8,132
880
$153K 0.01%
6,524
-216
881
$153K 0.01%
5,740
882
$153K 0.01%
877
-181
883
$152K 0.01%
3,313
+1,334
884
$152K 0.01%
3,714
-97
885
$151K 0.01%
1,678
+718
886
$150K 0.01%
1,084
-15
887
$150K 0.01%
4,900
-414
888
$149K 0.01%
4,872
+108
889
$149K 0.01%
4,388
+1,957
890
$149K 0.01%
2,986
+166
891
$148K 0.01%
8,606
+4,234
892
$148K 0.01%
1,190
-25
893
$147K 0.01%
3,630
+1,045
894
$147K 0.01%
2,615
-142
895
$147K 0.01%
3,001
-3,748
896
$147K 0.01%
3,460
-81
897
$147K 0.01%
4,966
-1,022
898
$147K 0.01%
1,388
-6
899
$147K 0.01%
4,835
-1,775
900
$147K 0.01%
426
+131
34 35
36
37 38