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
2376
$3.74K ﹤0.01%
441
2377
$3.74K ﹤0.01%
455
2378
$3.73K ﹤0.01%
164
+1
2379
$3.71K ﹤0.01%
50
2380
$3.69K ﹤0.01%
138
-153
2381
$3.69K ﹤0.01%
84
+67
2382
$3.68K ﹤0.01%
18
+4
2383
$3.68K ﹤0.01%
176
2384
$3.65K ﹤0.01%
182
2385
$3.64K ﹤0.01%
+178
2386
$3.63K ﹤0.01%
59
2387
$3.61K ﹤0.01%
311
2388
$3.61K ﹤0.01%
2,755
+2,717
2389
$3.59K ﹤0.01%
238
-12
2390
$3.56K ﹤0.01%
52
2391
$3.56K ﹤0.01%
94
2392
$3.55K ﹤0.01%
+100
2393
$3.54K ﹤0.01%
75
2394
$3.54K ﹤0.01%
22
2395
$3.54K ﹤0.01%
332
-166
2396
$3.51K ﹤0.01%
1,757
+500
2397
$3.51K ﹤0.01%
85
-34
2398
$3.5K ﹤0.01%
35
2399
$3.49K ﹤0.01%
86
+15
2400
$3.49K ﹤0.01%
200
94 95
96
97 98