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
976
$119K 0.01%
234
-60
977
$119K 0.01%
2,242
+1,317
978
$119K 0.01%
607
979
$119K 0.01%
4,316
-1,468
980
$118K 0.01%
659
+30
981
$118K 0.01%
1,587
+6
982
$118K 0.01%
4,534
-3,370
983
$118K 0.01%
3,379
984
$118K 0.01%
1,152
+201
985
$118K 0.01%
3,775
-2,450
986
$118K 0.01%
385
+36
987
$117K 0.01%
1,629
-223
988
$116K 0.01%
511
-28
989
$116K 0.01%
2,550
+487
990
$116K 0.01%
1,026
-110
991
$116K 0.01%
4,332
+3,103
992
$116K 0.01%
4,686
+28
993
$116K 0.01%
2,821
+7
994
$115K 0.01%
20,820
-1,525
995
$115K 0.01%
1,614
-1
996
$115K 0.01%
1,762
-600
997
$115K 0.01%
224
+15
998
$115K 0.01%
3,063
+46
999
$115K 0.01%
13,930
+31
1000
$114K 0.01%
5,224
38 39
40
41 42