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
1076
$93.3K ﹤0.01%
3,829
+31
1077
$92.7K ﹤0.01%
4,416
+143
1078
$92.7K ﹤0.01%
3,607
-70
1079
$92.6K ﹤0.01%
1,711
+1,288
1080
$92.5K ﹤0.01%
7,521
-790
1081
$92.4K ﹤0.01%
4,586
+134
1082
$92.3K ﹤0.01%
1,459
+29
1083
$91.8K ﹤0.01%
3,934
+34
1084
$91.6K ﹤0.01%
4,183
+46
1085
$91.5K ﹤0.01%
1,388
-298
1086
$91.2K ﹤0.01%
1,467
-66
1087
$91.1K ﹤0.01%
262
-13
1088
$90.9K ﹤0.01%
1,164
1089
$90.8K ﹤0.01%
2,254
+345
1090
$90.7K ﹤0.01%
6,295
1091
$90.3K ﹤0.01%
2,940
+375
1092
$89.4K ﹤0.01%
6,140
+100
1093
$89.3K ﹤0.01%
4,012
-1,160
1094
$89.3K ﹤0.01%
1,731
-1,734
1095
$89.2K ﹤0.01%
4,226
1096
$89K ﹤0.01%
3,637
-1,762
1097
$88.2K ﹤0.01%
2,600
1098
$88.1K ﹤0.01%
903
+100
1099
$87.7K ﹤0.01%
626
+6
1100
$87.3K ﹤0.01%
1,571
-441
42 43
44
45 46