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
2226
$5.68K ﹤0.01%
1,385
2227
$5.66K ﹤0.01%
100
2228
$5.58K ﹤0.01%
187
-175
2229
$5.57K ﹤0.01%
207
-580
2230
$5.57K ﹤0.01%
1,000
2231
$5.56K ﹤0.01%
115
2232
$5.54K ﹤0.01%
458
-480
2233
$5.53K ﹤0.01%
16
+4
2234
$5.53K ﹤0.01%
266
2235
$5.5K ﹤0.01%
202
2236
$5.49K ﹤0.01%
162
2237
$5.48K ﹤0.01%
+215
2238
$5.47K ﹤0.01%
100
2239
$5.46K ﹤0.01%
236
+1
2240
$5.44K ﹤0.01%
87
2241
$5.43K ﹤0.01%
1,500
2242
$5.42K ﹤0.01%
112
2243
$5.42K ﹤0.01%
130
2244
$5.41K ﹤0.01%
591
+15
2245
$5.4K ﹤0.01%
100
2246
$5.38K ﹤0.01%
546
2247
$5.35K ﹤0.01%
+100
2248
$5.33K ﹤0.01%
188
2249
$5.33K ﹤0.01%
151
2250
$5.32K ﹤0.01%
147
-20
88 89
90
91 92