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
2201
$6.25K ﹤0.01%
419
+4
2202
$6.25K ﹤0.01%
1,237
-70
2203
$6.22K ﹤0.01%
24
+2
2204
$6.22K ﹤0.01%
250
2205
$6.2K ﹤0.01%
39
-13
2206
$6.18K ﹤0.01%
200
2207
$6.13K ﹤0.01%
202
2208
$6.12K ﹤0.01%
+71
2209
$6.07K ﹤0.01%
100
2210
$6.06K ﹤0.01%
165
-27
2211
$6.05K ﹤0.01%
4,260
2212
$6.04K ﹤0.01%
2,906
+86
2213
$6.03K ﹤0.01%
155
-20
2214
$5.95K ﹤0.01%
501
+16
2215
$5.94K ﹤0.01%
+200
2216
$5.93K ﹤0.01%
160
-27
2217
$5.89K ﹤0.01%
290
-100
2218
$5.87K ﹤0.01%
1,136
+26
2219
$5.85K ﹤0.01%
25
2220
$5.81K ﹤0.01%
386
2221
$5.78K ﹤0.01%
248
-42
2222
$5.77K ﹤0.01%
4,850
2223
$5.75K ﹤0.01%
205
+49
2224
$5.72K ﹤0.01%
284
-170
2225
$5.69K ﹤0.01%
500
87 88
89
90 91