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
1826
$16.4K ﹤0.01%
133
-219
1827
$16.4K ﹤0.01%
755
+16
1828
$16.3K ﹤0.01%
83
-137
1829
$16.3K ﹤0.01%
218
1830
$16.3K ﹤0.01%
215
-4
1831
$16.2K ﹤0.01%
2,518
+50
1832
$16.2K ﹤0.01%
184
-276
1833
$16.2K ﹤0.01%
680
-118
1834
$16.2K ﹤0.01%
2,880
+2,136
1835
$16.1K ﹤0.01%
342
+320
1836
$16.1K ﹤0.01%
791
-150
1837
$16.1K ﹤0.01%
80
+30
1838
$16.1K ﹤0.01%
179
+55
1839
$16.1K ﹤0.01%
528
+148
1840
$16K ﹤0.01%
1,200
1841
$16K ﹤0.01%
147
1842
$15.9K ﹤0.01%
703
-1,160
1843
$15.9K ﹤0.01%
213
+1
1844
$15.9K ﹤0.01%
250
1845
$15.9K ﹤0.01%
239
-37
1846
$15.9K ﹤0.01%
176
1847
$15.9K ﹤0.01%
1,616
1848
$15.8K ﹤0.01%
67
1849
$15.8K ﹤0.01%
700
1850
$15.8K ﹤0.01%
+640
72 73
74
75 76