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
1351
$49.8K ﹤0.01%
2,350
1352
$49.7K ﹤0.01%
910
+9
1353
$49.7K ﹤0.01%
5,200
1354
$49.6K ﹤0.01%
2,065
+11
1355
$49.5K ﹤0.01%
1,350
1356
$49.4K ﹤0.01%
2,416
1357
$49.4K ﹤0.01%
711
1358
$49.3K ﹤0.01%
627
-3
1359
$49.2K ﹤0.01%
2,004
1360
$49.2K ﹤0.01%
625
1361
$49K ﹤0.01%
2,719
1362
$48.4K ﹤0.01%
6,300
1363
$48.4K ﹤0.01%
23,152
+226
1364
$48.3K ﹤0.01%
1,593
-1,267
1365
$48.3K ﹤0.01%
2,642
1366
$48.3K ﹤0.01%
1,606
+260
1367
$48.1K ﹤0.01%
1,644
1368
$48.1K ﹤0.01%
1,793
1369
$47.6K ﹤0.01%
5,740
1370
$47.6K ﹤0.01%
1,420
1371
$47.6K ﹤0.01%
972
+3
1372
$47.3K ﹤0.01%
570
-52
1373
$47.3K ﹤0.01%
1,868
-389
1374
$47.3K ﹤0.01%
1,180
-487
1375
$47.3K ﹤0.01%
103
-64
53 54
55
56 57