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
176
$2.2M 0.11%
55,765
+1,886
177
$2.18M 0.11%
20,772
-7,293
178
$2.18M 0.11%
16,633
+1,160
179
$2.18M 0.11%
18,023
+1,363
180
$2.16M 0.11%
11,707
+709
181
$2.15M 0.11%
39,990
-966
182
$2.14M 0.11%
33,461
-213
183
$2.13M 0.11%
33,031
-7,784
184
$2.11M 0.11%
30,632
-12,785
185
$2.11M 0.11%
13,084
+624
186
$2.1M 0.11%
24,921
-2,451
187
$2.1M 0.11%
62,511
-240
188
$2.09M 0.1%
55,650
189
$2.09M 0.1%
20,870
-1,513
190
$2.05M 0.1%
63,125
+11,015
191
$2.05M 0.1%
60,531
+1,463
192
$2.03M 0.1%
60,348
+2,321
193
$2.03M 0.1%
61,216
+3,507
194
$2.03M 0.1%
19,716
+265
195
$2M 0.1%
19,307
+3,286
196
$1.97M 0.1%
93,268
+92,729
197
$1.97M 0.1%
24,450
+1,447
198
$1.96M 0.1%
59,307
+6,280
199
$1.95M 0.1%
20,132
+202
200
$1.94M 0.1%
109,540
+3,343
6 7
8
9 10