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
926
$137K 0.01%
10,712
-82
927
$137K 0.01%
684
+17
928
$136K 0.01%
5,036
-31
929
$136K 0.01%
6,900
930
$135K 0.01%
1,764
+7
931
$135K 0.01%
10,150
932
$135K 0.01%
1,112
-10
933
$134K 0.01%
1,639
+413
934
$133K 0.01%
2,098
+17
935
$133K 0.01%
4,643
+804
936
$133K 0.01%
2,884
+5
937
$133K 0.01%
923
+2
938
$133K 0.01%
10,800
-900
939
$131K 0.01%
805
+4
940
$131K 0.01%
14,483
+166
941
$130K 0.01%
11,570
+46
942
$130K 0.01%
4,787
943
$130K 0.01%
2,625
944
$130K 0.01%
4,755
945
$129K 0.01%
3,502
+111
946
$129K 0.01%
14,429
+159
947
$129K 0.01%
2,624
+183
948
$128K 0.01%
2,050
-20
949
$128K 0.01%
4,688
-2
950
$128K 0.01%
3,160
36 37
38
39 40