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
1426
$42.7K ﹤0.01%
1,357
-274
1427
$42.5K ﹤0.01%
19,750
-4,800
1428
$42.4K ﹤0.01%
293
-3
1429
$42.2K ﹤0.01%
350
1430
$42.1K ﹤0.01%
200
-5
1431
$42.1K ﹤0.01%
1,535
1432
$42.1K ﹤0.01%
915
-16
1433
$42K ﹤0.01%
917
+2
1434
$41.9K ﹤0.01%
234
+47
1435
$41.9K ﹤0.01%
1,181
1436
$41.7K ﹤0.01%
917
-18
1437
$41.4K ﹤0.01%
775
+44
1438
$41.4K ﹤0.01%
390
-8
1439
$41.4K ﹤0.01%
195
-189
1440
$41.3K ﹤0.01%
552
-163
1441
$41.1K ﹤0.01%
233
1442
$41.1K ﹤0.01%
613
1443
$41K ﹤0.01%
398
+81
1444
$40.8K ﹤0.01%
900
1445
$40.8K ﹤0.01%
6,398
+2,700
1446
$40.7K ﹤0.01%
1,705
1447
$40.3K ﹤0.01%
769
1448
$40.3K ﹤0.01%
534
1449
$40.2K ﹤0.01%
2,998
-154
1450
$40.1K ﹤0.01%
706
-1
56 57
58
59 60