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
1476
$37.4K ﹤0.01%
364
+14
1477
$37.4K ﹤0.01%
2,701
1478
$37.2K ﹤0.01%
2,332
1479
$37.2K ﹤0.01%
1,418
-400
1480
$37.2K ﹤0.01%
400
1481
$37.2K ﹤0.01%
3,054
+50
1482
$37.1K ﹤0.01%
308
+8
1483
$36.9K ﹤0.01%
1,905
+20
1484
$36.8K ﹤0.01%
+2,110
1485
$36.7K ﹤0.01%
2,111
-181
1486
$36.5K ﹤0.01%
773
+767
1487
$36.4K ﹤0.01%
978
1488
$36.4K ﹤0.01%
2,217
+53
1489
$36.4K ﹤0.01%
1,544
+329
1490
$36.3K ﹤0.01%
379
+1
1491
$36.3K ﹤0.01%
1,581
1492
$36.2K ﹤0.01%
556
+56
1493
$35.9K ﹤0.01%
965
+3
1494
$35.8K ﹤0.01%
714
1495
$35.8K ﹤0.01%
733
1496
$35.6K ﹤0.01%
274
+53
1497
$35.6K ﹤0.01%
1,754
-50,106
1498
$35.6K ﹤0.01%
2,012
-56
1499
$35.2K ﹤0.01%
1,845
1500
$35.2K ﹤0.01%
1,534
58 59
60
61 62