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
1051
$101K 0.01%
2,140
+67
1052
$101K 0.01%
4,208
-102
1053
$99.9K 0.01%
2,947
-215
1054
$99.6K 0.01%
1,081
+44
1055
$99.3K 0.01%
1,166
1056
$99.3K 0.01%
314
-2
1057
$98.9K 0.01%
7,192
1058
$98.9K 0.01%
2,873
-134
1059
$98.8K 0.01%
4,716
-59
1060
$98.8K 0.01%
1,694
+516
1061
$98.3K ﹤0.01%
2,288
-221
1062
$98.1K ﹤0.01%
4,082
+32
1063
$97.5K ﹤0.01%
3,137
-370
1064
$97.1K ﹤0.01%
2,396
+583
1065
$96.8K ﹤0.01%
7,789
+500
1066
$96.7K ﹤0.01%
2,740
1067
$95.9K ﹤0.01%
479
-19
1068
$95.5K ﹤0.01%
879
+2
1069
$95.5K ﹤0.01%
1,368
1070
$95.4K ﹤0.01%
2,019
+1
1071
$95.2K ﹤0.01%
3,491
+1,401
1072
$94.9K ﹤0.01%
1,700
-18
1073
$94.9K ﹤0.01%
4,897
+58
1074
$93.7K ﹤0.01%
4,596
+48
1075
$93.6K ﹤0.01%
2,414
+5
41 42
43
44 45