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
1301
$55.6K ﹤0.01%
3,303
1302
$55.6K ﹤0.01%
994
+61
1303
$55.5K ﹤0.01%
1,710
1304
$55.4K ﹤0.01%
752
1305
$55.2K ﹤0.01%
775
+1
1306
$55.2K ﹤0.01%
341
1307
$55.2K ﹤0.01%
1,557
1308
$55.2K ﹤0.01%
522
-322
1309
$55.1K ﹤0.01%
3,180
+19
1310
$54.8K ﹤0.01%
280
1311
$54.7K ﹤0.01%
1,750
+1,057
1312
$54.6K ﹤0.01%
514
+2
1313
$54.4K ﹤0.01%
7,192
+51
1314
$54.3K ﹤0.01%
2,250
1315
$54.3K ﹤0.01%
267
-88
1316
$54.1K ﹤0.01%
1,043
1317
$54.1K ﹤0.01%
418
+110
1318
$54K ﹤0.01%
78
-46
1319
$53.8K ﹤0.01%
3,826
-530
1320
$53.3K ﹤0.01%
459
1321
$53.2K ﹤0.01%
726
1322
$53.1K ﹤0.01%
1,875
-450
1323
$53K ﹤0.01%
1,354
+76
1324
$53K ﹤0.01%
1,477
1325
$52.9K ﹤0.01%
5,232
-155
51 52
53
54 55