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
1326
$52.8K ﹤0.01%
1,253
-513
1327
$52.6K ﹤0.01%
1,640
+825
1328
$52.6K ﹤0.01%
3,555
-1,075
1329
$52.5K ﹤0.01%
+1,967
1330
$52.4K ﹤0.01%
987
1331
$52.3K ﹤0.01%
1,059
+121
1332
$52.2K ﹤0.01%
2,150
-1,551
1333
$52K ﹤0.01%
237
+26
1334
$51.9K ﹤0.01%
1,078
+3
1335
$51.9K ﹤0.01%
3,880
+3,750
1336
$51.8K ﹤0.01%
690
-125
1337
$51.7K ﹤0.01%
670
1338
$51.7K ﹤0.01%
1,090
1339
$51.5K ﹤0.01%
2,702
1340
$51.3K ﹤0.01%
10,205
1341
$51.2K ﹤0.01%
2,649
-520
1342
$51.1K ﹤0.01%
1,123
1343
$50.9K ﹤0.01%
4,319
1344
$50.8K ﹤0.01%
852
-73
1345
$50.7K ﹤0.01%
1,805
1346
$50.4K ﹤0.01%
412
+32
1347
$50.3K ﹤0.01%
2,476
1348
$50.2K ﹤0.01%
1,637
+16
1349
$50K ﹤0.01%
1,336
+21
1350
$49.8K ﹤0.01%
1,713
-834
52 53
54
55 56