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
901
$147K 0.01%
5,772
+211
902
$147K 0.01%
249
-38
903
$146K 0.01%
1,876
-451
904
$146K 0.01%
3,080
+451
905
$145K 0.01%
2,137
906
$145K 0.01%
874
-164
907
$145K 0.01%
12,554
+38
908
$143K 0.01%
5,478
-35,172
909
$143K 0.01%
13,193
-719
910
$143K 0.01%
5,734
911
$143K 0.01%
20,027
912
$142K 0.01%
4,971
-363
913
$142K 0.01%
12,105
+1,780
914
$142K 0.01%
5,837
+750
915
$141K 0.01%
+4,766
916
$140K 0.01%
1,860
-172
917
$140K 0.01%
5,442
-155
918
$139K 0.01%
2,866
-67
919
$139K 0.01%
978
+30
920
$139K 0.01%
701
+1
921
$139K 0.01%
3,818
+1,299
922
$138K 0.01%
4,369
+473
923
$138K 0.01%
3,749
+389
924
$138K 0.01%
1,121
+149
925
$137K 0.01%
2,414
+1
35 36
37
38 39