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
2676
$3.16K ﹤0.01%
280
2677
$3.16K ﹤0.01%
29
-19
2678
$3.15K ﹤0.01%
2
+1
2679
$3.13K ﹤0.01%
1,160
2680
$3.12K ﹤0.01%
133
2681
$3.11K ﹤0.01%
1,526
2682
$3.11K ﹤0.01%
230
2683
$3.08K ﹤0.01%
31
-2
2684
$3.06K ﹤0.01%
76
2685
$3.05K ﹤0.01%
38
-28
2686
$3.04K ﹤0.01%
309
2687
$3.03K ﹤0.01%
994
2688
$3.03K ﹤0.01%
133
2689
$3.02K ﹤0.01%
+26
2690
$3K ﹤0.01%
87
+1
2691
$3K ﹤0.01%
6,580
2692
$3K ﹤0.01%
126
-63
2693
$2.96K ﹤0.01%
63
2694
$2.95K ﹤0.01%
56
+40
2695
$2.93K ﹤0.01%
+128
2696
$2.93K ﹤0.01%
142
2697
$2.92K ﹤0.01%
357
2698
$2.92K ﹤0.01%
300
2699
$2.92K ﹤0.01%
296
2700
$2.91K ﹤0.01%
48
+40
106 107
108
109 110