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
1601
$28.3K ﹤0.01%
2,750
1602
$28.2K ﹤0.01%
1,543
+300
1603
$28.2K ﹤0.01%
550
1604
$28.1K ﹤0.01%
415
-252
1605
$28.1K ﹤0.01%
2,202
+60
1606
$28K ﹤0.01%
1,022
+661
1607
$27.9K ﹤0.01%
756
1608
$27.8K ﹤0.01%
1,133
+171
1609
$27.8K ﹤0.01%
185
-30
1610
$27.7K ﹤0.01%
658
1611
$27.6K ﹤0.01%
521
1612
$27.4K ﹤0.01%
836
-100
1613
$27.3K ﹤0.01%
1,046
1614
$27.2K ﹤0.01%
76
+14
1615
$27.1K ﹤0.01%
892
1616
$27.1K ﹤0.01%
1,200
1617
$27K ﹤0.01%
157
-14
1618
$26.9K ﹤0.01%
3,016
1619
$26.8K ﹤0.01%
400
+54
1620
$26.8K ﹤0.01%
784
-15
1621
$26.6K ﹤0.01%
1,498
1622
$26.5K ﹤0.01%
574
+87
1623
$26.5K ﹤0.01%
361
1624
$26.5K ﹤0.01%
1,388
+70
1625
$26.5K ﹤0.01%
317
+117
63 64
65
66 67