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
1726
$21K ﹤0.01%
622
1727
$21K ﹤0.01%
777
1728
$21K ﹤0.01%
1,732
-300
1729
$20.9K ﹤0.01%
209
+1
1730
$20.8K ﹤0.01%
1,375
1731
$20.8K ﹤0.01%
133
1732
$20.8K ﹤0.01%
357
1733
$20.7K ﹤0.01%
1,670
1734
$20.6K ﹤0.01%
267
+1
1735
$20.6K ﹤0.01%
795
+30
1736
$20.5K ﹤0.01%
+441
1737
$20.3K ﹤0.01%
3,974
1738
$20.3K ﹤0.01%
561
-941
1739
$20.3K ﹤0.01%
1,500
1740
$20.2K ﹤0.01%
545
+22
1741
$19.9K ﹤0.01%
700
1742
$19.6K ﹤0.01%
1,057
1743
$19.6K ﹤0.01%
1,190
1744
$19.6K ﹤0.01%
304
+29
1745
$19.6K ﹤0.01%
679
-424
1746
$19.5K ﹤0.01%
5,372
1747
$19.5K ﹤0.01%
1,103
1748
$19.4K ﹤0.01%
400
1749
$19.3K ﹤0.01%
377
1750
$19.3K ﹤0.01%
670
-220
68 69
70
71 72