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
2776
$2.29K ﹤0.01%
67
2777
$2.28K ﹤0.01%
300
-1,053
2778
$2.25K ﹤0.01%
100
2779
$2.24K ﹤0.01%
822
2780
$2.23K ﹤0.01%
118
2781
$2.23K ﹤0.01%
371
2782
$2.21K ﹤0.01%
55
-59
2783
$2.21K ﹤0.01%
460
2784
$2.2K ﹤0.01%
32
2785
$2.19K ﹤0.01%
35
+30
2786
$2.19K ﹤0.01%
33
-52
2787
$2.19K ﹤0.01%
+540
2788
$2.18K ﹤0.01%
890
2789
$2.17K ﹤0.01%
500
2790
$2.17K ﹤0.01%
300
2791
$2.16K ﹤0.01%
48
+14
2792
$2.16K ﹤0.01%
137
2793
$2.14K ﹤0.01%
150
2794
$2.14K ﹤0.01%
56
2795
$2.11K ﹤0.01%
200
2796
$2.11K ﹤0.01%
+76
2797
$2.08K ﹤0.01%
+144
2798
$2.07K ﹤0.01%
50
2799
$2.07K ﹤0.01%
25
-25
2800
$2.06K ﹤0.01%
58
110 111
112
113 114