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
1151
$76.1K ﹤0.01%
1,635
+805
1152
$76.1K ﹤0.01%
7,717
-160
1153
$76.1K ﹤0.01%
60
+35
1154
$75.5K ﹤0.01%
11,763
-200
1155
$75.4K ﹤0.01%
2,054
+12
1156
$75.3K ﹤0.01%
1,404
+676
1157
$75.2K ﹤0.01%
4,564
-3,434
1158
$75K ﹤0.01%
2,306
-48
1159
$74.8K ﹤0.01%
662
+7
1160
$74.6K ﹤0.01%
500
+496
1161
$74.6K ﹤0.01%
555
+13
1162
$74.5K ﹤0.01%
2,200
1163
$74.4K ﹤0.01%
462
+5
1164
$74.1K ﹤0.01%
1,221
-21
1165
$73.8K ﹤0.01%
658
+1
1166
$73.8K ﹤0.01%
1,704
-199
1167
$73.6K ﹤0.01%
1,495
1168
$73.6K ﹤0.01%
848
+59
1169
$73.3K ﹤0.01%
2,390
1170
$73.3K ﹤0.01%
2,851
-182
1171
$73.2K ﹤0.01%
2,095
1172
$72.9K ﹤0.01%
2,320
+11
1173
$72.6K ﹤0.01%
3,545
+2,230
1174
$72.6K ﹤0.01%
165
+28
1175
$72.4K ﹤0.01%
670
-298
45 46
47
48 49