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
251
$2.02M 0.07%
36,423
+7,959
252
$2.02M 0.07%
31,935
-1,406
253
$2M 0.07%
18,769
-1,451
254
$1.99M 0.07%
25,224
-1,952
255
$1.96M 0.07%
46,079
+2,469
256
$1.96M 0.07%
+63,044
257
$1.96M 0.07%
3,544
-104
258
$1.96M 0.07%
57,371
+778
259
$1.95M 0.07%
8,597
-63
260
$1.93M 0.07%
16,700
+2,568
261
$1.92M 0.06%
22,916
-3,517
262
$1.92M 0.06%
118,457
+60
263
$1.92M 0.06%
43,248
+1,381
264
$1.91M 0.06%
43,547
-255
265
$1.91M 0.06%
77,749
+237
266
$1.91M 0.06%
52,937
+789
267
$1.9M 0.06%
35,747
-12,548
268
$1.87M 0.06%
17,524
-287
269
$1.86M 0.06%
34,781
+9,133
270
$1.84M 0.06%
28,607
-5,482
271
$1.83M 0.06%
88,511
-3,853
272
$1.83M 0.06%
156,362
+9,590
273
$1.83M 0.06%
10,003
-482
274
$1.79M 0.06%
93,414
-8,500
275
$1.78M 0.06%
32,144
+501
9 10
11
12 13