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
1576
$29.9K ﹤0.01%
510
1577
$29.9K ﹤0.01%
+1,097
1578
$29.8K ﹤0.01%
450
-50
1579
$29.8K ﹤0.01%
134
-7
1580
$29.8K ﹤0.01%
7,516
+1,882
1581
$29.5K ﹤0.01%
1,022
+1,008
1582
$29.5K ﹤0.01%
396
-4
1583
$29.4K ﹤0.01%
887
-2
1584
$29.4K ﹤0.01%
1,567
1585
$29.3K ﹤0.01%
2,447
+10
1586
$29.2K ﹤0.01%
1,714
1587
$29K ﹤0.01%
723
1588
$29K ﹤0.01%
1,224
1589
$28.9K ﹤0.01%
851
+1
1590
$28.8K ﹤0.01%
207
+108
1591
$28.8K ﹤0.01%
544
-26
1592
$28.8K ﹤0.01%
257
-17
1593
$28.6K ﹤0.01%
400
1594
$28.6K ﹤0.01%
1,648
1595
$28.6K ﹤0.01%
917
-134
1596
$28.5K ﹤0.01%
1,249
1597
$28.5K ﹤0.01%
1,400
+1,100
1598
$28.5K ﹤0.01%
2,096
1599
$28.4K ﹤0.01%
1,955
-183
1600
$28.4K ﹤0.01%
513
62 63
64
65 66