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
2701
$2.9K ﹤0.01%
+135
2702
$2.89K ﹤0.01%
+131
2703
$2.89K ﹤0.01%
96
2704
$2.89K ﹤0.01%
276
2705
$2.88K ﹤0.01%
11
2706
$2.87K ﹤0.01%
300
2707
$2.85K ﹤0.01%
332
2708
$2.84K ﹤0.01%
50
2709
$2.77K ﹤0.01%
85
2710
$2.76K ﹤0.01%
455
2711
$2.74K ﹤0.01%
204
2712
$2.74K ﹤0.01%
+200
2713
$2.72K ﹤0.01%
125
2714
$2.72K ﹤0.01%
150
2715
$2.72K ﹤0.01%
94
+46
2716
$2.7K ﹤0.01%
4,850
2717
$2.69K ﹤0.01%
120
2718
$2.69K ﹤0.01%
37
2719
$2.69K ﹤0.01%
300
+52
2720
$2.68K ﹤0.01%
114
-36
2721
$2.67K ﹤0.01%
43
2722
$2.66K ﹤0.01%
+167
2723
$2.65K ﹤0.01%
+37
2724
$2.65K ﹤0.01%
49
2725
$2.65K ﹤0.01%
+149
107 108
109
110 111