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
1226
$65.4K ﹤0.01%
248
+190
1227
$65.4K ﹤0.01%
2,840
1228
$65.4K ﹤0.01%
812
+1
1229
$65.3K ﹤0.01%
6,447
1230
$65.2K ﹤0.01%
1,174
1231
$65.1K ﹤0.01%
5,730
+15
1232
$64.9K ﹤0.01%
1,561
1233
$64.7K ﹤0.01%
2,424
+222
1234
$64.6K ﹤0.01%
442
+103
1235
$64.5K ﹤0.01%
2,124
+1,150
1236
$64K ﹤0.01%
9,841
1237
$63.6K ﹤0.01%
1,730
-3
1238
$63.6K ﹤0.01%
575
-15
1239
$63.4K ﹤0.01%
310
+52
1240
$63.4K ﹤0.01%
660
1241
$63.3K ﹤0.01%
13,827
+176
1242
$63.3K ﹤0.01%
1,729
1243
$63.2K ﹤0.01%
413
+7
1244
$63.2K ﹤0.01%
2,281
-26
1245
$62.9K ﹤0.01%
2,194
-84
1246
$62.7K ﹤0.01%
1,577
1247
$62.5K ﹤0.01%
11,477
-263
1248
$62.5K ﹤0.01%
1,271
1249
$62.4K ﹤0.01%
1,068
+148
1250
$62.1K ﹤0.01%
743
+20
48 49
50
51 52