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
2426
$3.16K ﹤0.01%
129
+115
2427
$3.15K ﹤0.01%
61
-10
2428
$3.15K ﹤0.01%
107
-620
2429
$3.14K ﹤0.01%
200
2430
$3.13K ﹤0.01%
95
2431
$3.13K ﹤0.01%
148
2432
$3.1K ﹤0.01%
66
2433
$3.1K ﹤0.01%
26
-578
2434
$3.09K ﹤0.01%
+600
2435
$3.07K ﹤0.01%
293
2436
$3.06K ﹤0.01%
112
2437
$3.06K ﹤0.01%
67
2438
$3.04K ﹤0.01%
202
+6
2439
$3.04K ﹤0.01%
27
-10
2440
$3.03K ﹤0.01%
200
2441
$3.01K ﹤0.01%
126
+14
2442
$2.99K ﹤0.01%
+120
2443
$2.99K ﹤0.01%
+40
2444
$2.93K ﹤0.01%
321
+6
2445
$2.93K ﹤0.01%
117
+20
2446
$2.92K ﹤0.01%
26
+10
2447
$2.92K ﹤0.01%
37
-8
2448
$2.92K ﹤0.01%
59
2449
$2.92K ﹤0.01%
70
2450
$2.92K ﹤0.01%
51
-120
96 97
98
99 100