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
2301
$4.56K ﹤0.01%
111
2302
$4.55K ﹤0.01%
280
2303
$4.54K ﹤0.01%
65
-300
2304
$4.53K ﹤0.01%
882
2305
$4.51K ﹤0.01%
250
2306
$4.5K ﹤0.01%
208
+16
2307
$4.48K ﹤0.01%
50
2308
$4.47K ﹤0.01%
300
2309
$4.46K ﹤0.01%
44
2310
$4.44K ﹤0.01%
+68
2311
$4.43K ﹤0.01%
66
2312
$4.43K ﹤0.01%
86
2313
$4.43K ﹤0.01%
4
+2
2314
$4.42K ﹤0.01%
51
-54
2315
$4.42K ﹤0.01%
300
2316
$4.4K ﹤0.01%
22
-3
2317
$4.37K ﹤0.01%
191
-4
2318
$4.37K ﹤0.01%
55
+27
2319
$4.37K ﹤0.01%
106
2320
$4.35K ﹤0.01%
42
2321
$4.34K ﹤0.01%
328
2322
$4.33K ﹤0.01%
100
2323
$4.32K ﹤0.01%
160
2324
$4.3K ﹤0.01%
92
2325
$4.28K ﹤0.01%
406
+190
91 92
93
94 95