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
1776
$18.4K ﹤0.01%
169
1777
$18.4K ﹤0.01%
+330
1778
$18.4K ﹤0.01%
329
-5
1779
$18.4K ﹤0.01%
91
+10
1780
$18.4K ﹤0.01%
378
-74
1781
$18.3K ﹤0.01%
+181
1782
$18.2K ﹤0.01%
491
+4
1783
$18.2K ﹤0.01%
383
-544
1784
$18.2K ﹤0.01%
+757
1785
$18.2K ﹤0.01%
7,608
+2,921
1786
$18.1K ﹤0.01%
523
1787
$18.1K ﹤0.01%
427
-72
1788
$18.1K ﹤0.01%
707
-56
1789
$18.1K ﹤0.01%
145
+69
1790
$18K ﹤0.01%
273
+264
1791
$18K ﹤0.01%
808
1792
$17.9K ﹤0.01%
1,590
1793
$17.9K ﹤0.01%
1,764
+9
1794
$17.9K ﹤0.01%
196
-29
1795
$17.8K ﹤0.01%
211
+61
1796
$17.8K ﹤0.01%
50
+31
1797
$17.8K ﹤0.01%
169
-187
1798
$17.7K ﹤0.01%
124
-195
1799
$17.7K ﹤0.01%
1,781
-160
1800
$17.6K ﹤0.01%
1,060
+800
70 71
72
73 74