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
1701
$22.2K ﹤0.01%
245
+3
1702
$22.1K ﹤0.01%
1,210
-307
1703
$22.1K ﹤0.01%
1,233
1704
$22.1K ﹤0.01%
324
-5
1705
$22K ﹤0.01%
460
1706
$21.8K ﹤0.01%
1,123
+18
1707
$21.8K ﹤0.01%
+437
1708
$21.8K ﹤0.01%
150
+1
1709
$21.7K ﹤0.01%
200
1710
$21.7K ﹤0.01%
468
+61
1711
$21.7K ﹤0.01%
790
1712
$21.7K ﹤0.01%
3,604
+167
1713
$21.6K ﹤0.01%
725
1714
$21.5K ﹤0.01%
324
+73
1715
$21.4K ﹤0.01%
232
+12
1716
$21.4K ﹤0.01%
901
1717
$21.4K ﹤0.01%
836
1718
$21.3K ﹤0.01%
1,303
1719
$21.3K ﹤0.01%
2,159
+18
1720
$21.3K ﹤0.01%
765
1721
$21.2K ﹤0.01%
4,000
1722
$21.2K ﹤0.01%
1,019
-77
1723
$21.2K ﹤0.01%
56
1724
$21.1K ﹤0.01%
1,121
+3
1725
$21K ﹤0.01%
500
-40
67 68
69
70 71