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
2276
$4.99K ﹤0.01%
50
+3
2277
$4.97K ﹤0.01%
175
2278
$4.96K ﹤0.01%
70
+68
2279
$4.96K ﹤0.01%
702
+7
2280
$4.95K ﹤0.01%
650
-100
2281
$4.95K ﹤0.01%
20
2282
$4.92K ﹤0.01%
100
-41
2283
$4.91K ﹤0.01%
42
2284
$4.89K ﹤0.01%
30
2285
$4.89K ﹤0.01%
+220
2286
$4.85K ﹤0.01%
288
2287
$4.85K ﹤0.01%
+182
2288
$4.85K ﹤0.01%
193
2289
$4.84K ﹤0.01%
305
2290
$4.8K ﹤0.01%
200
2291
$4.79K ﹤0.01%
+776
2292
$4.79K ﹤0.01%
261
2293
$4.78K ﹤0.01%
+1,000
2294
$4.77K ﹤0.01%
125
2295
$4.77K ﹤0.01%
133
2296
$4.74K ﹤0.01%
1,237
2297
$4.68K ﹤0.01%
115
-82
2298
$4.62K ﹤0.01%
263
2299
$4.62K ﹤0.01%
+1,375
2300
$4.61K ﹤0.01%
189
90 91
92
93 94