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
2551
$4.52K ﹤0.01%
125
2552
$4.49K ﹤0.01%
10
-3
2553
$4.46K ﹤0.01%
324
-2,309
2554
$4.46K ﹤0.01%
19
2555
$4.45K ﹤0.01%
84
2556
$4.39K ﹤0.01%
300
2557
$4.36K ﹤0.01%
1,449
2558
$4.36K ﹤0.01%
421
2559
$4.36K ﹤0.01%
100
2560
$4.35K ﹤0.01%
140
2561
$4.33K ﹤0.01%
201
+1
2562
$4.33K ﹤0.01%
300
2563
$4.32K ﹤0.01%
100
2564
$4.3K ﹤0.01%
189
2565
$4.3K ﹤0.01%
109
-23
2566
$4.3K ﹤0.01%
536
2567
$4.29K ﹤0.01%
190
-8
2568
$4.27K ﹤0.01%
30
2569
$4.24K ﹤0.01%
98
+2
2570
$4.22K ﹤0.01%
167
+1
2571
$4.21K ﹤0.01%
66
+24
2572
$4.2K ﹤0.01%
300
2573
$4.19K ﹤0.01%
100
2574
$4.14K ﹤0.01%
115
+1
2575
$4.13K ﹤0.01%
202
101 102
103
104 105