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
2526
$4.86K ﹤0.01%
225
2527
$4.82K ﹤0.01%
80
2528
$4.81K ﹤0.01%
102
-59
2529
$4.79K ﹤0.01%
106
2530
$4.78K ﹤0.01%
+136
2531
$4.77K ﹤0.01%
95
2532
$4.76K ﹤0.01%
441
2533
$4.76K ﹤0.01%
250
2534
$4.76K ﹤0.01%
100
2535
$4.75K ﹤0.01%
138
-69
2536
$4.72K ﹤0.01%
306
2537
$4.7K ﹤0.01%
728
-502
2538
$4.69K ﹤0.01%
2,827
-100
2539
$4.69K ﹤0.01%
215
2540
$4.68K ﹤0.01%
156
2541
$4.67K ﹤0.01%
248
2542
$4.65K ﹤0.01%
250
2543
$4.62K ﹤0.01%
800
2544
$4.62K ﹤0.01%
290
2545
$4.6K ﹤0.01%
100
-55
2546
$4.59K ﹤0.01%
19
+11
2547
$4.57K ﹤0.01%
161
2548
$4.55K ﹤0.01%
192
2549
$4.54K ﹤0.01%
674
-284
2550
$4.53K ﹤0.01%
150
100 101
102
103 104