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
2601
$3.89K ﹤0.01%
78
+2
2602
$3.88K ﹤0.01%
44
+7
2603
$3.87K ﹤0.01%
77
-150
2604
$3.87K ﹤0.01%
262
-45
2605
$3.85K ﹤0.01%
80
2606
$3.85K ﹤0.01%
+21
2607
$3.85K ﹤0.01%
+27
2608
$3.85K ﹤0.01%
1,042
-392
2609
$3.84K ﹤0.01%
16
-1
2610
$3.84K ﹤0.01%
91
2611
$3.83K ﹤0.01%
135
2612
$3.82K ﹤0.01%
105
2613
$3.81K ﹤0.01%
129
+20
2614
$3.81K ﹤0.01%
164
2615
$3.81K ﹤0.01%
+50
2616
$3.8K ﹤0.01%
178
2617
$3.79K ﹤0.01%
89
-7
2618
$3.76K ﹤0.01%
58
-57
2619
$3.74K ﹤0.01%
163
2620
$3.71K ﹤0.01%
134
-92
2621
$3.71K ﹤0.01%
100
2622
$3.68K ﹤0.01%
44
2623
$3.68K ﹤0.01%
188
-4
2624
$3.65K ﹤0.01%
+125
2625
$3.64K ﹤0.01%
108
103 104
105
106 107