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
2651
$3.4K ﹤0.01%
70
2652
$3.4K ﹤0.01%
682
+115
2653
$3.37K ﹤0.01%
100
2654
$3.37K ﹤0.01%
2
2655
$3.37K ﹤0.01%
299
2656
$3.37K ﹤0.01%
62
+1
2657
$3.34K ﹤0.01%
111
-22
2658
$3.33K ﹤0.01%
49
2659
$3.32K ﹤0.01%
3,014
-612
2660
$3.31K ﹤0.01%
300
2661
$3.31K ﹤0.01%
311
-337
2662
$3.31K ﹤0.01%
170
-134
2663
$3.3K ﹤0.01%
506
-6,000
2664
$3.29K ﹤0.01%
713
2665
$3.29K ﹤0.01%
456
+177
2666
$3.27K ﹤0.01%
50
2667
$3.27K ﹤0.01%
201
+120
2668
$3.26K ﹤0.01%
192
2669
$3.24K ﹤0.01%
49
+12
2670
$3.24K ﹤0.01%
132
-8
2671
$3.22K ﹤0.01%
+43
2672
$3.21K ﹤0.01%
92
+36
2673
$3.2K ﹤0.01%
12
-3
2674
$3.18K ﹤0.01%
139
2675
$3.17K ﹤0.01%
126
105 106
107
108 109