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
1901
$14.1K ﹤0.01%
240
1902
$14K ﹤0.01%
812
+43
1903
$13.9K ﹤0.01%
1,025
+25
1904
$13.9K ﹤0.01%
1,333
1905
$13.9K ﹤0.01%
1,249
1906
$13.9K ﹤0.01%
701
1907
$13.9K ﹤0.01%
549
1908
$13.8K ﹤0.01%
59
-144
1909
$13.7K ﹤0.01%
138
-188
1910
$13.7K ﹤0.01%
+1,194
1911
$13.7K ﹤0.01%
325
-377
1912
$13.7K ﹤0.01%
289
+89
1913
$13.6K ﹤0.01%
440
1914
$13.6K ﹤0.01%
107
+71
1915
$13.5K ﹤0.01%
387
-1,227
1916
$13.5K ﹤0.01%
378
+138
1917
$13.4K ﹤0.01%
65
+14
1918
$13.4K ﹤0.01%
490
1919
$13.3K ﹤0.01%
66
1920
$13.3K ﹤0.01%
492
-3
1921
$13.3K ﹤0.01%
1,492
-5,358
1922
$13.3K ﹤0.01%
280
1923
$13.3K ﹤0.01%
150
1924
$13.2K ﹤0.01%
265
-184
1925
$13.2K ﹤0.01%
462
75 76
77
78 79