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
1401
$44.7K ﹤0.01%
425
+2
1402
$44.6K ﹤0.01%
3,000
+68
1403
$44.6K ﹤0.01%
1,600
1404
$44.4K ﹤0.01%
577
1405
$44.4K ﹤0.01%
2,349
-2,626
1406
$44.2K ﹤0.01%
1,950
+1,528
1407
$44K ﹤0.01%
1,331
+1
1408
$44K ﹤0.01%
6,995
+5,670
1409
$43.9K ﹤0.01%
1,163
+23
1410
$43.8K ﹤0.01%
466
+3
1411
$43.8K ﹤0.01%
1,945
-1,393
1412
$43.7K ﹤0.01%
1,665
1413
$43.6K ﹤0.01%
1,000
1414
$43.3K ﹤0.01%
260
-86
1415
$43.3K ﹤0.01%
760
-40
1416
$43.2K ﹤0.01%
2,850
+1,100
1417
$43.2K ﹤0.01%
7,000
+2,300
1418
$43.2K ﹤0.01%
1,506
1419
$43.2K ﹤0.01%
723
1420
$43K ﹤0.01%
976
+55
1421
$43K ﹤0.01%
358
-309
1422
$42.9K ﹤0.01%
1,675
1423
$42.9K ﹤0.01%
2,330
1424
$42.8K ﹤0.01%
3,474
-19
1425
$42.7K ﹤0.01%
1,053
+86
55 56
57
58 59