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
1851
$15.8K ﹤0.01%
+550
1852
$15.8K ﹤0.01%
472
1853
$15.7K ﹤0.01%
64
-1
1854
$15.7K ﹤0.01%
359
-8
1855
$15.7K ﹤0.01%
510
1856
$15.7K ﹤0.01%
230
1857
$15.7K ﹤0.01%
270
-243
1858
$15.6K ﹤0.01%
300
1859
$15.6K ﹤0.01%
347
1860
$15.6K ﹤0.01%
42
+18
1861
$15.5K ﹤0.01%
4,888
-100
1862
$15.5K ﹤0.01%
440
1863
$15.5K ﹤0.01%
606
-66
1864
$15.5K ﹤0.01%
9,000
1865
$15.5K ﹤0.01%
+1,000
1866
$15.5K ﹤0.01%
623
+7
1867
$15.4K ﹤0.01%
60
+17
1868
$15.4K ﹤0.01%
426
-43,666
1869
$15.4K ﹤0.01%
1,325
1870
$15.2K ﹤0.01%
2,275
1871
$15.2K ﹤0.01%
352
+7
1872
$15.2K ﹤0.01%
838
+318
1873
$15.2K ﹤0.01%
201
-10
1874
$15.2K ﹤0.01%
1,109
-87
1875
$15.2K ﹤0.01%
182
73 74
75
76 77