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
2351
$3.98K ﹤0.01%
300
2352
$3.97K ﹤0.01%
242
2353
$3.97K ﹤0.01%
120
+50
2354
$3.97K ﹤0.01%
150
2355
$3.96K ﹤0.01%
124
2356
$3.96K ﹤0.01%
290
2357
$3.96K ﹤0.01%
108
2358
$3.94K ﹤0.01%
500
2359
$3.93K ﹤0.01%
+93
2360
$3.93K ﹤0.01%
850
-4,500
2361
$3.92K ﹤0.01%
40
2362
$3.91K ﹤0.01%
151
2363
$3.9K ﹤0.01%
+160
2364
$3.9K ﹤0.01%
91
2365
$3.88K ﹤0.01%
405
2366
$3.85K ﹤0.01%
1,140
-200
2367
$3.85K ﹤0.01%
111
-490
2368
$3.84K ﹤0.01%
14
-97
2369
$3.8K ﹤0.01%
140
2370
$3.8K ﹤0.01%
+61
2371
$3.79K ﹤0.01%
100
2372
$3.78K ﹤0.01%
1,053
2373
$3.76K ﹤0.01%
1,005
+49
2374
$3.76K ﹤0.01%
61
+14
2375
$3.75K ﹤0.01%
421
93 94
95
96 97