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
2076
$8.84K ﹤0.01%
2,000
2077
$8.79K ﹤0.01%
118
-52
2078
$8.79K ﹤0.01%
114
2079
$8.79K ﹤0.01%
154
+58
2080
$8.75K ﹤0.01%
282
+2
2081
$8.73K ﹤0.01%
170
2082
$8.71K ﹤0.01%
508
2083
$8.65K ﹤0.01%
200
2084
$8.64K ﹤0.01%
125
2085
$8.63K ﹤0.01%
1,797
+40
2086
$8.62K ﹤0.01%
195
2087
$8.61K ﹤0.01%
422
2088
$8.56K ﹤0.01%
190
2089
$8.56K ﹤0.01%
147
-95
2090
$8.56K ﹤0.01%
250
2091
$8.56K ﹤0.01%
436
-303
2092
$8.54K ﹤0.01%
200
2093
$8.43K ﹤0.01%
219
-640
2094
$8.42K ﹤0.01%
308
-119
2095
$8.41K ﹤0.01%
760
+750
2096
$8.4K ﹤0.01%
450
2097
$8.35K ﹤0.01%
67
-2
2098
$8.32K ﹤0.01%
570
2099
$8.31K ﹤0.01%
16
2100
$8.3K ﹤0.01%
155
82 83
84
85 86