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
951
$128K 0.01%
6,825
+63
952
$128K 0.01%
6,839
+66
953
$128K 0.01%
3,106
954
$127K 0.01%
5,170
+200
955
$127K 0.01%
3,629
+630
956
$127K 0.01%
4,307
-1,170
957
$127K 0.01%
443
-90
958
$127K 0.01%
747
-45
959
$126K 0.01%
41
+5
960
$126K 0.01%
11,775
961
$126K 0.01%
274
+29
962
$126K 0.01%
1,563
+22
963
$125K 0.01%
2,357
+281
964
$125K 0.01%
6,807
+6,675
965
$124K 0.01%
633
+388
966
$124K 0.01%
8,581
-80
967
$124K 0.01%
171
+42
968
$124K 0.01%
1,042
-126
969
$124K 0.01%
4,205
-1,774
970
$124K 0.01%
3,620
971
$124K 0.01%
4,942
972
$122K 0.01%
2,419
-985
973
$121K 0.01%
3,114
+436
974
$120K 0.01%
3,655
+1,440
975
$120K 0.01%
10,355
+891
37 38
39
40 41