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
1926
$13.2K ﹤0.01%
614
1927
$13.1K ﹤0.01%
687
-561
1928
$13.1K ﹤0.01%
1,990
1929
$13.1K ﹤0.01%
145
1930
$13K ﹤0.01%
334
-603
1931
$13K ﹤0.01%
287
+43
1932
$13K ﹤0.01%
1,408
1933
$12.9K ﹤0.01%
800
1934
$12.9K ﹤0.01%
537
1935
$12.9K ﹤0.01%
96
1936
$12.9K ﹤0.01%
339
1937
$12.9K ﹤0.01%
904
-177
1938
$12.8K ﹤0.01%
418
+169
1939
$12.7K ﹤0.01%
1,317
1940
$12.6K ﹤0.01%
977
1941
$12.6K ﹤0.01%
1,685
1942
$12.5K ﹤0.01%
617
+366
1943
$12.5K ﹤0.01%
500
+486
1944
$12.4K ﹤0.01%
323
1945
$12.4K ﹤0.01%
446
+4
1946
$12.4K ﹤0.01%
270
1947
$12.4K ﹤0.01%
1,864
1948
$12.4K ﹤0.01%
185
1949
$12.4K ﹤0.01%
2,060
+1,500
1950
$12.4K ﹤0.01%
30
-11
76 77
78
79 80