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
1551
$31.3K ﹤0.01%
336
+120
1552
$31.3K ﹤0.01%
1,750
-500
1553
$31.3K ﹤0.01%
939
-5
1554
$31.3K ﹤0.01%
379
+248
1555
$31.3K ﹤0.01%
556
1556
$31.1K ﹤0.01%
808
-62
1557
$31K ﹤0.01%
1,372
1558
$30.9K ﹤0.01%
500
+400
1559
$30.9K ﹤0.01%
2,926
+2,290
1560
$30.7K ﹤0.01%
+1,199
1561
$30.7K ﹤0.01%
773
-449
1562
$30.6K ﹤0.01%
357
+121
1563
$30.5K ﹤0.01%
363
-93
1564
$30.5K ﹤0.01%
2,000
1565
$30.5K ﹤0.01%
+3,500
1566
$30.5K ﹤0.01%
2,103
1567
$30.4K ﹤0.01%
206
-112
1568
$30.3K ﹤0.01%
2,175
+450
1569
$30.3K ﹤0.01%
141
-134
1570
$30.3K ﹤0.01%
309
1571
$30.2K ﹤0.01%
1,875
1572
$30.2K ﹤0.01%
727
-5
1573
$30K ﹤0.01%
722
1574
$30K ﹤0.01%
484
-98
1575
$29.9K ﹤0.01%
502
61 62
63
64 65