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
2126
$7.83K ﹤0.01%
3,000
2127
$7.82K ﹤0.01%
155
2128
$7.81K ﹤0.01%
66
+2
2129
$7.8K ﹤0.01%
179
2130
$7.77K ﹤0.01%
1,910
-466
2131
$7.77K ﹤0.01%
140
2132
$7.75K ﹤0.01%
255
-100
2133
$7.74K ﹤0.01%
340
2134
$7.72K ﹤0.01%
+280
2135
$7.71K ﹤0.01%
400
2136
$7.64K ﹤0.01%
165
+1
2137
$7.55K ﹤0.01%
42
-1
2138
$7.54K ﹤0.01%
212
2139
$7.54K ﹤0.01%
+500
2140
$7.48K ﹤0.01%
52
2141
$7.46K ﹤0.01%
95
2142
$7.45K ﹤0.01%
38
-3
2143
$7.44K ﹤0.01%
4,772
+4,697
2144
$7.44K ﹤0.01%
153
-16
2145
$7.4K ﹤0.01%
433
2146
$7.38K ﹤0.01%
230
+3
2147
$7.38K ﹤0.01%
300
2148
$7.36K ﹤0.01%
45
2149
$7.35K ﹤0.01%
208
+15
2150
$7.34K ﹤0.01%
3,654
+3,054
84 85
86
87 88