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
2451
$2.91K ﹤0.01%
34
2452
$2.88K ﹤0.01%
385
2453
$2.88K ﹤0.01%
443
2454
$2.87K ﹤0.01%
94
-25
2455
$2.86K ﹤0.01%
142
2456
$2.85K ﹤0.01%
133
2457
$2.84K ﹤0.01%
95
2458
$2.83K ﹤0.01%
283
2459
$2.83K ﹤0.01%
24
2460
$2.83K ﹤0.01%
22
-11
2461
$2.82K ﹤0.01%
135
2462
$2.8K ﹤0.01%
150
2463
$2.79K ﹤0.01%
956
2464
$2.79K ﹤0.01%
120
2465
$2.78K ﹤0.01%
40
2466
$2.75K ﹤0.01%
40
2467
$2.75K ﹤0.01%
30
+15
2468
$2.74K ﹤0.01%
192
2469
$2.74K ﹤0.01%
218
+150
2470
$2.73K ﹤0.01%
46
+33
2471
$2.73K ﹤0.01%
30
2472
$2.73K ﹤0.01%
124
2473
$2.71K ﹤0.01%
211
2474
$2.7K ﹤0.01%
121
2475
$2.7K ﹤0.01%
168
+77
97 98
99
100 101