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
1451
$40K ﹤0.01%
606
-65
1452
$39.8K ﹤0.01%
+2,070
1453
$39.7K ﹤0.01%
984
-686
1454
$39.6K ﹤0.01%
1,029
+161
1455
$39.6K ﹤0.01%
220
+49
1456
$39.4K ﹤0.01%
650
+110
1457
$39.3K ﹤0.01%
881
+24
1458
$39.2K ﹤0.01%
910
+560
1459
$39.1K ﹤0.01%
852
1460
$39.1K ﹤0.01%
983
-60
1461
$39K ﹤0.01%
207
-2
1462
$38.9K ﹤0.01%
250
-26
1463
$38.9K ﹤0.01%
864
1464
$38.8K ﹤0.01%
748
+3
1465
$38.7K ﹤0.01%
608
+7
1466
$38.6K ﹤0.01%
716
+400
1467
$38.6K ﹤0.01%
409
+1
1468
$38.5K ﹤0.01%
1,562
+29
1469
$38.5K ﹤0.01%
1,962
1470
$37.9K ﹤0.01%
340
-76
1471
$37.9K ﹤0.01%
1,237
1472
$37.6K ﹤0.01%
1,565
+17
1473
$37.6K ﹤0.01%
911
1474
$37.5K ﹤0.01%
1,883
-35
1475
$37.5K ﹤0.01%
1,026
-894
57 58
59
60 61