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
1651
$24.8K ﹤0.01%
565
+11
1652
$24.8K ﹤0.01%
6,345
1653
$24.8K ﹤0.01%
506
-1,838
1654
$24.7K ﹤0.01%
1,115
+10
1655
$24.7K ﹤0.01%
250
1656
$24.6K ﹤0.01%
138
+1
1657
$24.6K ﹤0.01%
700
+100
1658
$24.5K ﹤0.01%
258
+192
1659
$24.5K ﹤0.01%
235
1660
$24.5K ﹤0.01%
183
1661
$24.3K ﹤0.01%
243
-378
1662
$24.1K ﹤0.01%
700
+192
1663
$24K ﹤0.01%
800
1664
$24K ﹤0.01%
1,548
-40
1665
$24K ﹤0.01%
1,000
+953
1666
$23.9K ﹤0.01%
964
+1
1667
$23.9K ﹤0.01%
834
-836
1668
$23.8K ﹤0.01%
1,356
+15
1669
$23.7K ﹤0.01%
+589
1670
$23.7K ﹤0.01%
494
1671
$23.7K ﹤0.01%
320
+100
1672
$23.6K ﹤0.01%
857
-91
1673
$23.6K ﹤0.01%
236
-6
1674
$23.6K ﹤0.01%
132
1675
$23.5K ﹤0.01%
733
+265
65 66
67
68 69