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
1276
$59K ﹤0.01%
3,640
+1,822
1277
$58.8K ﹤0.01%
3,125
+87
1278
$58.8K ﹤0.01%
7,053
+718
1279
$58.7K ﹤0.01%
295
+9
1280
$58.5K ﹤0.01%
346
1281
$58.5K ﹤0.01%
1,202
+3
1282
$58.3K ﹤0.01%
3,297
-240
1283
$58.1K ﹤0.01%
3,823
-147
1284
$58K ﹤0.01%
2,161
1285
$58K ﹤0.01%
682
+16
1286
$57.8K ﹤0.01%
754
+281
1287
$57.8K ﹤0.01%
1,840
1288
$57.8K ﹤0.01%
2,182
1289
$57.7K ﹤0.01%
3,032
1290
$57.6K ﹤0.01%
+1,910
1291
$57.4K ﹤0.01%
636
-980
1292
$57.2K ﹤0.01%
1,810
+210
1293
$57K ﹤0.01%
845
-2,382
1294
$57K ﹤0.01%
1,245
1295
$56.9K ﹤0.01%
2,232
1296
$56.1K ﹤0.01%
5,528
1297
$55.9K ﹤0.01%
562
-904
1298
$55.9K ﹤0.01%
189
+68
1299
$55.8K ﹤0.01%
2,265
1300
$55.7K ﹤0.01%
383
50 51
52
53 54