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
2576
$4.13K ﹤0.01%
144
2577
$4.12K ﹤0.01%
76
2578
$4.12K ﹤0.01%
85
2579
$4.12K ﹤0.01%
300
2580
$4.08K ﹤0.01%
+172
2581
$4.07K ﹤0.01%
406
2582
$4.07K ﹤0.01%
98
2583
$4.05K ﹤0.01%
46
2584
$4.05K ﹤0.01%
30
-995
2585
$4.03K ﹤0.01%
97
2586
$4.03K ﹤0.01%
59
2587
$4.03K ﹤0.01%
160
2588
$4.02K ﹤0.01%
20
2589
$4.01K ﹤0.01%
+70
2590
$3.98K ﹤0.01%
145
2591
$3.98K ﹤0.01%
120
+113
2592
$3.97K ﹤0.01%
61
2593
$3.97K ﹤0.01%
160
2594
$3.97K ﹤0.01%
1,292
2595
$3.97K ﹤0.01%
+278
2596
$3.94K ﹤0.01%
+29
2597
$3.93K ﹤0.01%
1,101
2598
$3.93K ﹤0.01%
200
2599
$3.93K ﹤0.01%
122
-9
2600
$3.91K ﹤0.01%
34
-205
102 103
104
105 106