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
1126
$81.4K ﹤0.01%
2,416
+236
1127
$81K ﹤0.01%
864
+2
1128
$81K ﹤0.01%
665
+1
1129
$80.7K ﹤0.01%
4,050
1130
$80.6K ﹤0.01%
+1,266
1131
$79.8K ﹤0.01%
246
+3
1132
$79.7K ﹤0.01%
1,020
+100
1133
$79K ﹤0.01%
1,325
+33
1134
$78.9K ﹤0.01%
1,542
+253
1135
$78.8K ﹤0.01%
1,135
+77
1136
$78.8K ﹤0.01%
1,295
1137
$78.4K ﹤0.01%
1,407
+11
1138
$78.4K ﹤0.01%
3,239
+260
1139
$78.3K ﹤0.01%
6,426
1140
$78.1K ﹤0.01%
586
-54
1141
$77.7K ﹤0.01%
3,969
+737
1142
$77.7K ﹤0.01%
1,093
+11
1143
$77.4K ﹤0.01%
6,608
-998
1144
$77.3K ﹤0.01%
1,765
1145
$77.2K ﹤0.01%
4,141
+308
1146
$76.9K ﹤0.01%
1,695
+4
1147
$76.9K ﹤0.01%
10,143
+6,500
1148
$76.7K ﹤0.01%
466
+80
1149
$76.6K ﹤0.01%
618
+166
1150
$76.2K ﹤0.01%
2,729
+1,265
44 45
46
47 48