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
1626
$26.5K ﹤0.01%
1,121
+2
1627
$26.4K ﹤0.01%
1,605
-770
1628
$26.4K ﹤0.01%
613
1629
$26.4K ﹤0.01%
966
1630
$26.3K ﹤0.01%
936
1631
$26.3K ﹤0.01%
1,500
1632
$26.2K ﹤0.01%
600
1633
$26.1K ﹤0.01%
31
-22
1634
$26.1K ﹤0.01%
1,424
1635
$26K ﹤0.01%
303
+3
1636
$25.9K ﹤0.01%
+502
1637
$25.9K ﹤0.01%
67
-25
1638
$25.9K ﹤0.01%
490
1639
$25.7K ﹤0.01%
1,000
1640
$25.6K ﹤0.01%
1,096
-2,445
1641
$25.5K ﹤0.01%
913
-113
1642
$25.5K ﹤0.01%
1,328
1643
$25.4K ﹤0.01%
3,343
+2,229
1644
$25.2K ﹤0.01%
750
-400
1645
$25.2K ﹤0.01%
232
1646
$25K ﹤0.01%
808
-110
1647
$25K ﹤0.01%
172
-178
1648
$24.9K ﹤0.01%
2,762
+957
1649
$24.9K ﹤0.01%
654
1650
$24.8K ﹤0.01%
1,606
-33
64 65
66
67 68