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
2051
$9.32K ﹤0.01%
188
2052
$9.32K ﹤0.01%
2,000
2053
$9.31K ﹤0.01%
343
+4
2054
$9.3K ﹤0.01%
163
2055
$9.29K ﹤0.01%
263
+49
2056
$9.26K ﹤0.01%
+300
2057
$9.25K ﹤0.01%
1,181
-267
2058
$9.22K ﹤0.01%
175
-3
2059
$9.17K ﹤0.01%
47
2060
$9.13K ﹤0.01%
239
2061
$9.12K ﹤0.01%
382
+304
2062
$9.08K ﹤0.01%
+296
2063
$9.07K ﹤0.01%
70
-29
2064
$9.03K ﹤0.01%
328
-120
2065
$9.03K ﹤0.01%
351
+1
2066
$9.01K ﹤0.01%
200
2067
$9K ﹤0.01%
1,100
2068
$8.98K ﹤0.01%
833
2069
$8.96K ﹤0.01%
240
2070
$8.93K ﹤0.01%
420
2071
$8.93K ﹤0.01%
700
2072
$8.93K ﹤0.01%
200
2073
$8.92K ﹤0.01%
920
+338
2074
$8.89K ﹤0.01%
300
+281
2075
$8.85K ﹤0.01%
357
+2
81 82
83
84 85