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
1526
$32.7K ﹤0.01%
1,800
1527
$32.7K ﹤0.01%
332
+105
1528
$32.7K ﹤0.01%
+1,213
1529
$32.7K ﹤0.01%
706
+702
1530
$32.6K ﹤0.01%
243
-23
1531
$32.5K ﹤0.01%
1,453
1532
$32.5K ﹤0.01%
6,574
1533
$32.5K ﹤0.01%
1,363
1534
$32.4K ﹤0.01%
545
1535
$32.4K ﹤0.01%
211
1536
$32.4K ﹤0.01%
1,336
+596
1537
$32.4K ﹤0.01%
+1,372
1538
$32.3K ﹤0.01%
700
+43
1539
$32.2K ﹤0.01%
991
+3
1540
$32.1K ﹤0.01%
229
+5
1541
$32.1K ﹤0.01%
85
-3
1542
$32K ﹤0.01%
+2,000
1543
$32K ﹤0.01%
2,671
1544
$31.9K ﹤0.01%
123
+7
1545
$31.8K ﹤0.01%
1,200
-534
1546
$31.5K ﹤0.01%
935
1547
$31.5K ﹤0.01%
72
+8
1548
$31.4K ﹤0.01%
86
+27
1549
$31.4K ﹤0.01%
576
+10
1550
$31.4K ﹤0.01%
1,202
-42
60 61
62
63 64