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
2801
$2.06K ﹤0.01%
+40
2802
$2.05K ﹤0.01%
+31
2803
$2.05K ﹤0.01%
19
2804
$2.04K ﹤0.01%
500
2805
$2.04K ﹤0.01%
1,711
2806
$2.03K ﹤0.01%
298
+7
2807
$2.01K ﹤0.01%
+120
2808
$2.01K ﹤0.01%
+190
2809
$2K ﹤0.01%
44
2810
$2K ﹤0.01%
857
2811
$2K ﹤0.01%
+24
2812
$1.99K ﹤0.01%
168
+100
2813
$1.99K ﹤0.01%
+15
2814
$1.99K ﹤0.01%
48
-9
2815
$1.98K ﹤0.01%
130
2816
$1.98K ﹤0.01%
300
2817
$1.98K ﹤0.01%
+16
2818
$1.97K ﹤0.01%
+85
2819
$1.96K ﹤0.01%
+18
2820
$1.94K ﹤0.01%
46
+1
2821
$1.94K ﹤0.01%
+160
2822
$1.94K ﹤0.01%
264
2823
$1.92K ﹤0.01%
581
2824
$1.92K ﹤0.01%
41
-1
2825
$1.91K ﹤0.01%
39
111 112
113
114 115