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
1376
$47.3K ﹤0.01%
932
-67
1377
$47.1K ﹤0.01%
684
+110
1378
$47K ﹤0.01%
2,374
1379
$46.9K ﹤0.01%
562
-84
1380
$46.7K ﹤0.01%
1,113
-61
1381
$46.6K ﹤0.01%
1,055
+120
1382
$46.4K ﹤0.01%
2,099
1383
$46.4K ﹤0.01%
83
+10
1384
$46.3K ﹤0.01%
5,027
1385
$46.3K ﹤0.01%
2,300
1386
$46.2K ﹤0.01%
790
1387
$46.1K ﹤0.01%
6,733
-3,000
1388
$46.1K ﹤0.01%
616
-23
1389
$46K ﹤0.01%
4,075
1390
$45.9K ﹤0.01%
3,061
1391
$45.7K ﹤0.01%
844
+31
1392
$45.6K ﹤0.01%
617
1393
$45.5K ﹤0.01%
978
-379
1394
$45.3K ﹤0.01%
293
+135
1395
$45.3K ﹤0.01%
909
-77
1396
$45.1K ﹤0.01%
1,548
-190
1397
$45K ﹤0.01%
11,475
-1,195
1398
$44.9K ﹤0.01%
4,902
+47
1399
$44.9K ﹤0.01%
2,112
1400
$44.8K ﹤0.01%
522
+5
54 55
56
57 58