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
2251
$5.32K ﹤0.01%
+209
2252
$5.31K ﹤0.01%
81
2253
$5.29K ﹤0.01%
1,159
2254
$5.28K ﹤0.01%
200
-20
2255
$5.28K ﹤0.01%
175
2256
$5.27K ﹤0.01%
296
-410
2257
$5.26K ﹤0.01%
300
2258
$5.25K ﹤0.01%
625
2259
$5.25K ﹤0.01%
50
2260
$5.25K ﹤0.01%
20
2261
$5.23K ﹤0.01%
1,070
+507
2262
$5.23K ﹤0.01%
80
2263
$5.16K ﹤0.01%
+350
2264
$5.12K ﹤0.01%
162
-150
2265
$5.11K ﹤0.01%
+340
2266
$5.11K ﹤0.01%
51
-83
2267
$5.1K ﹤0.01%
32
2268
$5.1K ﹤0.01%
450
2269
$5.09K ﹤0.01%
1,484
2270
$5.08K ﹤0.01%
142
-119
2271
$5.08K ﹤0.01%
644
-6
2272
$5.08K ﹤0.01%
40
2273
$5.07K ﹤0.01%
+77
2274
$5.07K ﹤0.01%
163
-7
2275
$5.04K ﹤0.01%
300
89 90
91
92 93