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
2326
$4.27K ﹤0.01%
129
2327
$4.26K ﹤0.01%
565
2328
$4.26K ﹤0.01%
115
+1
2329
$4.24K ﹤0.01%
70
2330
$4.23K ﹤0.01%
70
2331
$4.19K ﹤0.01%
+156
2332
$4.18K ﹤0.01%
107
2333
$4.18K ﹤0.01%
40
2334
$4.18K ﹤0.01%
66
+6
2335
$4.17K ﹤0.01%
147
+127
2336
$4.17K ﹤0.01%
433
+94
2337
$4.16K ﹤0.01%
9
+8
2338
$4.13K ﹤0.01%
1,000
2339
$4.11K ﹤0.01%
150
2340
$4.1K ﹤0.01%
500
2341
$4.09K ﹤0.01%
59
-102
2342
$4.09K ﹤0.01%
29
2343
$4.08K ﹤0.01%
159
-28
2344
$4.08K ﹤0.01%
265
2345
$4.07K ﹤0.01%
85
2346
$4.07K ﹤0.01%
528
2347
$4.05K ﹤0.01%
80
2348
$4.02K ﹤0.01%
32
-21
2349
$3.98K ﹤0.01%
+462
2350
$3.98K ﹤0.01%
160
92 93
94
95 96