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
1876
$15.2K ﹤0.01%
322
+7
1877
$15.1K ﹤0.01%
543
-371
1878
$15.1K ﹤0.01%
+225
1879
$15K ﹤0.01%
61
+21
1880
$15K ﹤0.01%
91
-2
1881
$14.9K ﹤0.01%
579
1882
$14.8K ﹤0.01%
193
+26
1883
$14.7K ﹤0.01%
+595
1884
$14.6K ﹤0.01%
579
+14
1885
$14.6K ﹤0.01%
398
1886
$14.6K ﹤0.01%
339
1887
$14.5K ﹤0.01%
500
1888
$14.5K ﹤0.01%
153
+27
1889
$14.5K ﹤0.01%
422
+2
1890
$14.5K ﹤0.01%
682
-950
1891
$14.4K ﹤0.01%
466
1892
$14.4K ﹤0.01%
641
1893
$14.4K ﹤0.01%
114
1894
$14.4K ﹤0.01%
689
1895
$14.4K ﹤0.01%
814
1896
$14.3K ﹤0.01%
1,109
+9
1897
$14.2K ﹤0.01%
497
1898
$14.2K ﹤0.01%
1,675
+18
1899
$14.2K ﹤0.01%
400
1900
$14.2K ﹤0.01%
920
74 75
76
77 78