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
1201
$69.1K ﹤0.01%
1,181
1202
$69K ﹤0.01%
979
1203
$68.8K ﹤0.01%
13,459
-2,500
1204
$68.8K ﹤0.01%
399
1205
$68.7K ﹤0.01%
1,186
+76
1206
$68.7K ﹤0.01%
1,170
-150
1207
$68.6K ﹤0.01%
269
1208
$68.5K ﹤0.01%
6,412
1209
$68.4K ﹤0.01%
695
+1
1210
$68.4K ﹤0.01%
14,067
-43
1211
$68K ﹤0.01%
1,710
+5
1212
$67.7K ﹤0.01%
3,696
-680
1213
$67.6K ﹤0.01%
1,696
-424
1214
$67.5K ﹤0.01%
4,871
+11
1215
$67.3K ﹤0.01%
2,676
-1,130
1216
$67.3K ﹤0.01%
1,836
+130
1217
$66.9K ﹤0.01%
1,846
-1,665
1218
$66.6K ﹤0.01%
5,610
+4,610
1219
$66.4K ﹤0.01%
1,213
+74
1220
$66.3K ﹤0.01%
1,731
-257
1221
$66.3K ﹤0.01%
5,792
+99
1222
$65.9K ﹤0.01%
2,405
+287
1223
$65.9K ﹤0.01%
1,045
+260
1224
$65.9K ﹤0.01%
2,340
1225
$65.7K ﹤0.01%
4,076
+2,521
47 48
49
50 51