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
2401
$3.44K ﹤0.01%
33
2402
$3.38K ﹤0.01%
156
2403
$3.38K ﹤0.01%
333
2404
$3.37K ﹤0.01%
300
2405
$3.35K ﹤0.01%
315
2406
$3.35K ﹤0.01%
+21
2407
$3.34K ﹤0.01%
50
2408
$3.33K ﹤0.01%
61
+1
2409
$3.31K ﹤0.01%
35
2410
$3.31K ﹤0.01%
61
-129,657
2411
$3.3K ﹤0.01%
6
+4
2412
$3.28K ﹤0.01%
125
2413
$3.27K ﹤0.01%
500
2414
$3.27K ﹤0.01%
406
2415
$3.27K ﹤0.01%
14
2416
$3.25K ﹤0.01%
+100
2417
$3.24K ﹤0.01%
197
+29
2418
$3.24K ﹤0.01%
85
2419
$3.23K ﹤0.01%
18
+10
2420
$3.22K ﹤0.01%
800
2421
$3.21K ﹤0.01%
200
-43
2422
$3.21K ﹤0.01%
203
-13
2423
$3.18K ﹤0.01%
105
+100
2424
$3.17K ﹤0.01%
144
2425
$3.16K ﹤0.01%
22
-1
95 96
97
98 99