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
2626
$3.61K ﹤0.01%
75
2627
$3.61K ﹤0.01%
131
-576
2628
$3.6K ﹤0.01%
2,000
2629
$3.6K ﹤0.01%
434
+429
2630
$3.58K ﹤0.01%
18
+2
2631
$3.57K ﹤0.01%
+102
2632
$3.56K ﹤0.01%
107
2633
$3.54K ﹤0.01%
30
2634
$3.53K ﹤0.01%
1,002
+1,000
2635
$3.52K ﹤0.01%
835
-1,000
2636
$3.52K ﹤0.01%
45
2637
$3.52K ﹤0.01%
+150
2638
$3.52K ﹤0.01%
1,317
2639
$3.52K ﹤0.01%
94
2640
$3.51K ﹤0.01%
95
2641
$3.51K ﹤0.01%
343
2642
$3.51K ﹤0.01%
66
2643
$3.5K ﹤0.01%
125
2644
$3.5K ﹤0.01%
100
2645
$3.49K ﹤0.01%
112
2646
$3.47K ﹤0.01%
9
-1
2647
$3.45K ﹤0.01%
61
2648
$3.45K ﹤0.01%
405
2649
$3.45K ﹤0.01%
200
-460
2650
$3.44K ﹤0.01%
173
+122
104 105
106
107 108