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
2151
$7.33K ﹤0.01%
719
+17
2152
$7.29K ﹤0.01%
129
2153
$7.27K ﹤0.01%
220
2154
$7.27K ﹤0.01%
+106
2155
$7.26K ﹤0.01%
500
2156
$7.26K ﹤0.01%
1,125
2157
$7.25K ﹤0.01%
1,066
2158
$7.23K ﹤0.01%
150
2159
$7.2K ﹤0.01%
160
2160
$7.15K ﹤0.01%
401
-289
2161
$7.12K ﹤0.01%
102
2162
$7.09K ﹤0.01%
1,101
2163
$7.08K ﹤0.01%
164
2164
$7.07K ﹤0.01%
125
2165
$7.07K ﹤0.01%
+828
2166
$7.03K ﹤0.01%
94
2167
$7.02K ﹤0.01%
281
+1
2168
$7K ﹤0.01%
123
-19
2169
$6.96K ﹤0.01%
199
2170
$6.92K ﹤0.01%
36
2171
$6.92K ﹤0.01%
31
-190
2172
$6.92K ﹤0.01%
55
-3
2173
$6.88K ﹤0.01%
624
2174
$6.87K ﹤0.01%
192
2175
$6.87K ﹤0.01%
+280
85 86
87
88 89