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
1676
$23.5K ﹤0.01%
925
+734
1677
$23.5K ﹤0.01%
843
+643
1678
$23.3K ﹤0.01%
1,110
1679
$23.2K ﹤0.01%
988
+9
1680
$23.2K ﹤0.01%
+981
1681
$23.2K ﹤0.01%
504
+20
1682
$23.1K ﹤0.01%
508
-149
1683
$23.1K ﹤0.01%
2,656
+322
1684
$23.1K ﹤0.01%
635
1685
$23K ﹤0.01%
243
-100
1686
$22.9K ﹤0.01%
2,557
+2,183
1687
$22.9K ﹤0.01%
895
1688
$22.8K ﹤0.01%
167
1689
$22.8K ﹤0.01%
876
-157
1690
$22.7K ﹤0.01%
572
+4
1691
$22.7K ﹤0.01%
1,077
+265
1692
$22.7K ﹤0.01%
+57
1693
$22.7K ﹤0.01%
201
-222
1694
$22.6K ﹤0.01%
800
-914
1695
$22.6K ﹤0.01%
224
1696
$22.4K ﹤0.01%
479
1697
$22.3K ﹤0.01%
750
1698
$22.3K ﹤0.01%
521
1699
$22.2K ﹤0.01%
550
1700
$22.2K ﹤0.01%
1,763
66 67
68
69 70