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
2101
$8.23K ﹤0.01%
70
2102
$8.21K ﹤0.01%
92
2103
$8.18K ﹤0.01%
233
-34
2104
$8.14K ﹤0.01%
446
+143
2105
$8.14K ﹤0.01%
100
2106
$8.13K ﹤0.01%
856
2107
$8.13K ﹤0.01%
36
2108
$8.13K ﹤0.01%
122
2109
$8.13K ﹤0.01%
1,043
2110
$8.1K ﹤0.01%
438
2111
$8.09K ﹤0.01%
139
2112
$8.09K ﹤0.01%
+207
2113
$8.07K ﹤0.01%
180
2114
$8.04K ﹤0.01%
65
2115
$8.03K ﹤0.01%
56
-4
2116
$7.99K ﹤0.01%
171
2117
$7.98K ﹤0.01%
266
-42
2118
$7.93K ﹤0.01%
727
2119
$7.91K ﹤0.01%
69
+7
2120
$7.89K ﹤0.01%
328
2121
$7.89K ﹤0.01%
80
+18
2122
$7.88K ﹤0.01%
251
2123
$7.85K ﹤0.01%
114
+11
2124
$7.85K ﹤0.01%
9,800
2125
$7.84K ﹤0.01%
78
83 84
85
86 87