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
$2.96B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,409
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$12.3M
3
+$9.82M
4
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$9.4M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.62M

Top Sells

1
+$18.7M
2
+$8.08M
3
+$4.87M
4
FMAR icon
FT Vest US Equity Buffer ETF March
FMAR
+$4.69M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.23M

Sector Composition

1 Technology 5.55%
2 Financials 2.38%
3 Consumer Staples 2.32%
4 Consumer Discretionary 1.91%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$5.15K ﹤0.01%
1,920
+1,420
2502
$5.14K ﹤0.01%
286
2503
$5.12K ﹤0.01%
162
2504
$5.11K ﹤0.01%
20
2505
$5.11K ﹤0.01%
1,118
-1
2506
$5.05K ﹤0.01%
200
2507
$5.05K ﹤0.01%
100
2508
$5.05K ﹤0.01%
+60
2509
$5.03K ﹤0.01%
253
-47
2510
$5.03K ﹤0.01%
18
-5
2511
$5K ﹤0.01%
724
2512
$5K ﹤0.01%
528
2513
$4.99K ﹤0.01%
552
+14
2514
$4.98K ﹤0.01%
150
2515
$4.96K ﹤0.01%
36
2516
$4.94K ﹤0.01%
+52
2517
$4.94K ﹤0.01%
123
2518
$4.92K ﹤0.01%
50
2519
$4.92K ﹤0.01%
100
2520
$4.91K ﹤0.01%
1,341
2521
$4.9K ﹤0.01%
12
+11
2522
$4.89K ﹤0.01%
198
+53
2523
$4.88K ﹤0.01%
51
2524
$4.87K ﹤0.01%
92
-20
2525
$4.87K ﹤0.01%
176
99 100
101
102 103