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
2751
$2.5K ﹤0.01%
69
2752
$2.49K ﹤0.01%
+1,000
2753
$2.48K ﹤0.01%
69
-59
2754
$2.47K ﹤0.01%
71
2755
$2.47K ﹤0.01%
105
2756
$2.44K ﹤0.01%
40
2757
$2.42K ﹤0.01%
+300
2758
$2.42K ﹤0.01%
44
2759
$2.41K ﹤0.01%
375
-750
2760
$2.41K ﹤0.01%
110
2761
$2.4K ﹤0.01%
300
-3,500
2762
$2.4K ﹤0.01%
70
+10
2763
$2.39K ﹤0.01%
40
2764
$2.38K ﹤0.01%
56
2765
$2.37K ﹤0.01%
196
2766
$2.36K ﹤0.01%
63
2767
$2.35K ﹤0.01%
293
2768
$2.35K ﹤0.01%
67
2769
$2.34K ﹤0.01%
52
2770
$2.34K ﹤0.01%
64
2771
$2.33K ﹤0.01%
16
+9
2772
$2.31K ﹤0.01%
59
2773
$2.3K ﹤0.01%
29
2774
$2.3K ﹤0.01%
78
2775
$2.29K ﹤0.01%
+160
109 110
111
112 113