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
2726
$2.64K ﹤0.01%
28
2727
$2.64K ﹤0.01%
14
-2
2728
$2.64K ﹤0.01%
70
2729
$2.63K ﹤0.01%
50
2730
$2.63K ﹤0.01%
132
2731
$2.63K ﹤0.01%
778
2732
$2.62K ﹤0.01%
60
2733
$2.62K ﹤0.01%
19
-11
2734
$2.62K ﹤0.01%
125
2735
$2.61K ﹤0.01%
9
2736
$2.58K ﹤0.01%
287
+187
2737
$2.56K ﹤0.01%
800
-500
2738
$2.55K ﹤0.01%
25
-25
2739
$2.55K ﹤0.01%
44
2740
$2.54K ﹤0.01%
+300
2741
$2.54K ﹤0.01%
116
2742
$2.53K ﹤0.01%
135
2743
$2.53K ﹤0.01%
51
+46
2744
$2.52K ﹤0.01%
75
-43
2745
$2.52K ﹤0.01%
70
2746
$2.52K ﹤0.01%
51
-20
2747
$2.51K ﹤0.01%
120
2748
$2.51K ﹤0.01%
30
2749
$2.51K ﹤0.01%
100
2750
$2.51K ﹤0.01%
700
108 109
110
111 112