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
1976
$11.7K ﹤0.01%
+1,000
1977
$11.7K ﹤0.01%
278
-340
1978
$11.6K ﹤0.01%
337
+6
1979
$11.6K ﹤0.01%
44
1980
$11.6K ﹤0.01%
24
-21
1981
$11.6K ﹤0.01%
2,263
1982
$11.6K ﹤0.01%
448
1983
$11.6K ﹤0.01%
267
1984
$11.4K ﹤0.01%
160
-20
1985
$11.4K ﹤0.01%
355
-646
1986
$11.4K ﹤0.01%
141
-115
1987
$11.4K ﹤0.01%
150
-62
1988
$11.3K ﹤0.01%
1,689
+243
1989
$11.3K ﹤0.01%
38
-7
1990
$11.2K ﹤0.01%
104
1991
$11.2K ﹤0.01%
400
1992
$11.2K ﹤0.01%
2,100
1993
$11.2K ﹤0.01%
451
1994
$11.2K ﹤0.01%
525
1995
$11.1K ﹤0.01%
666
1996
$11.1K ﹤0.01%
279
+276
1997
$11.1K ﹤0.01%
130
1998
$11K ﹤0.01%
2,927
+1,048
1999
$11K ﹤0.01%
200
2000
$11K ﹤0.01%
82
78 79
80
81 82