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
1101
$86.9K ﹤0.01%
1,808
+127
1102
$86.7K ﹤0.01%
3,295
-15,364
1103
$86.6K ﹤0.01%
351
-1,265
1104
$86.4K ﹤0.01%
2,663
1105
$86.1K ﹤0.01%
2,508
+102
1106
$86K ﹤0.01%
758
+1
1107
$85.4K ﹤0.01%
2,150
+685
1108
$84.6K ﹤0.01%
904
1109
$84.6K ﹤0.01%
1,954
1110
$84.6K ﹤0.01%
3,212
+1,187
1111
$84.5K ﹤0.01%
7,700
1112
$84K ﹤0.01%
1,161
-510
1113
$84K ﹤0.01%
1,721
1114
$83.9K ﹤0.01%
1,160
1115
$83.7K ﹤0.01%
3,521
+341
1116
$83.6K ﹤0.01%
609
+26
1117
$83.2K ﹤0.01%
4,265
1118
$83K ﹤0.01%
2,095
-377
1119
$82.5K ﹤0.01%
10,692
+92
1120
$82.2K ﹤0.01%
2,051
+967
1121
$82.1K ﹤0.01%
1,249
-23
1122
$81.9K ﹤0.01%
10,353
+192
1123
$81.9K ﹤0.01%
8,017
-154
1124
$81.5K ﹤0.01%
16,103
1125
$81.5K ﹤0.01%
1,020
43 44
45
46 47