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
1751
$19.3K ﹤0.01%
894
1752
$19.3K ﹤0.01%
260
+45
1753
$19.2K ﹤0.01%
501
1754
$19.2K ﹤0.01%
336
1755
$19.2K ﹤0.01%
473
-408
1756
$19.2K ﹤0.01%
127
1757
$19.2K ﹤0.01%
166
-201
1758
$19.2K ﹤0.01%
590
1759
$19.1K ﹤0.01%
380
1760
$19.1K ﹤0.01%
1,310
1761
$19.1K ﹤0.01%
322
+123
1762
$19K ﹤0.01%
355
1763
$19K ﹤0.01%
123
+5
1764
$18.9K ﹤0.01%
690
+232
1765
$18.9K ﹤0.01%
1,465
-496
1766
$18.9K ﹤0.01%
+553
1767
$18.8K ﹤0.01%
318
1768
$18.7K ﹤0.01%
94
-3
1769
$18.6K ﹤0.01%
285
1770
$18.6K ﹤0.01%
764
1771
$18.6K ﹤0.01%
377
+91
1772
$18.5K ﹤0.01%
438
1773
$18.5K ﹤0.01%
830
+62
1774
$18.5K ﹤0.01%
1,276
1775
$18.4K ﹤0.01%
483
-134
69 70
71
72 73