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
1176
$72.3K ﹤0.01%
5,583
1177
$71.9K ﹤0.01%
176
1178
$71.6K ﹤0.01%
2,933
+9
1179
$71.4K ﹤0.01%
1,285
1180
$71.3K ﹤0.01%
5,412
-61
1181
$71.2K ﹤0.01%
3,115
1182
$71.2K ﹤0.01%
1,652
1183
$71K ﹤0.01%
1,061
-3
1184
$70.8K ﹤0.01%
1,337
1185
$70.7K ﹤0.01%
1,391
1186
$70.7K ﹤0.01%
1,637
-4
1187
$70.6K ﹤0.01%
951
-7,956
1188
$70.6K ﹤0.01%
2,818
+20
1189
$70.5K ﹤0.01%
2,075
1190
$70.4K ﹤0.01%
4,220
-2,367
1191
$70.3K ﹤0.01%
3,496
1192
$70.2K ﹤0.01%
2,850
+16
1193
$70.2K ﹤0.01%
3,649
-16,197
1194
$70.1K ﹤0.01%
2,498
1195
$70K ﹤0.01%
1,323
+213
1196
$69.9K ﹤0.01%
4,608
+1,972
1197
$69.9K ﹤0.01%
1,165
-15
1198
$69.4K ﹤0.01%
2,647
+1,059
1199
$69.3K ﹤0.01%
3,239
+448
1200
$69.2K ﹤0.01%
2,255
-19,547
46 47
48
49 50