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
2826
$1.91K ﹤0.01%
30
-6
2827
$1.9K ﹤0.01%
16
-4
2828
$1.9K ﹤0.01%
85
2829
$1.88K ﹤0.01%
+456
2830
$1.88K ﹤0.01%
141
2831
$1.87K ﹤0.01%
50
2832
$1.85K ﹤0.01%
75
2833
$1.85K ﹤0.01%
+14
2834
$1.84K ﹤0.01%
15
-17
2835
$1.84K ﹤0.01%
150
2836
$1.83K ﹤0.01%
30
2837
$1.82K ﹤0.01%
87
-15
2838
$1.82K ﹤0.01%
10
-2
2839
$1.81K ﹤0.01%
+77
2840
$1.81K ﹤0.01%
30
2841
$1.8K ﹤0.01%
10
-8
2842
$1.8K ﹤0.01%
+28
2843
$1.79K ﹤0.01%
124
2844
$1.78K ﹤0.01%
10
+6
2845
$1.77K ﹤0.01%
6
2846
$1.77K ﹤0.01%
234
2847
$1.77K ﹤0.01%
60
2848
$1.77K ﹤0.01%
43
+8
2849
$1.76K ﹤0.01%
57
2850
$1.76K ﹤0.01%
+39
112 113
114
115 116