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
2176
$6.86K ﹤0.01%
174
2177
$6.85K ﹤0.01%
445
2178
$6.83K ﹤0.01%
717
+21
2179
$6.82K ﹤0.01%
710
2180
$6.81K ﹤0.01%
207
2181
$6.8K ﹤0.01%
62
-4
2182
$6.68K ﹤0.01%
1,450
+500
2183
$6.68K ﹤0.01%
49
+38
2184
$6.67K ﹤0.01%
251
2185
$6.65K ﹤0.01%
329
+20
2186
$6.56K ﹤0.01%
242
+222
2187
$6.5K ﹤0.01%
65
2188
$6.5K ﹤0.01%
1,005
2189
$6.5K ﹤0.01%
281
2190
$6.46K ﹤0.01%
1,040
+23
2191
$6.41K ﹤0.01%
97
2192
$6.4K ﹤0.01%
50
2193
$6.39K ﹤0.01%
124
-434
2194
$6.36K ﹤0.01%
80
-12
2195
$6.35K ﹤0.01%
91
2196
$6.34K ﹤0.01%
1,292
2197
$6.33K ﹤0.01%
32
2198
$6.33K ﹤0.01%
200
2199
$6.29K ﹤0.01%
218
-102
2200
$6.28K ﹤0.01%
571
86 87
88
89 90