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
1501
$35.2K ﹤0.01%
1,503
-175
1502
$35.1K ﹤0.01%
1,014
1503
$35.1K ﹤0.01%
1,100
1504
$35K ﹤0.01%
1,373
-211
1505
$35K ﹤0.01%
329
+27
1506
$35K ﹤0.01%
3,709
1507
$34.9K ﹤0.01%
377
-4
1508
$34.8K ﹤0.01%
1,529
+343
1509
$34.7K ﹤0.01%
12,759
-2,000
1510
$34.6K ﹤0.01%
1,352
1511
$34.6K ﹤0.01%
686
1512
$34.5K ﹤0.01%
2,009
+9
1513
$34.3K ﹤0.01%
1,269
+831
1514
$34.2K ﹤0.01%
+1,196
1515
$34.1K ﹤0.01%
896
-64
1516
$34.1K ﹤0.01%
1,267
+690
1517
$34.1K ﹤0.01%
737
+25
1518
$34K ﹤0.01%
2,957
-159
1519
$33.7K ﹤0.01%
700
1520
$33.6K ﹤0.01%
1,620
1521
$33.5K ﹤0.01%
2,518
1522
$33.5K ﹤0.01%
1,358
1523
$33.3K ﹤0.01%
1,918
-58
1524
$33K ﹤0.01%
442
-427
1525
$32.7K ﹤0.01%
1,493
+3
59 60
61
62 63