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
2851
$1.75K ﹤0.01%
+93
2852
$1.75K ﹤0.01%
+19
2853
$1.74K ﹤0.01%
100
2854
$1.74K ﹤0.01%
12
2855
$1.74K ﹤0.01%
8
2856
$1.74K ﹤0.01%
+285
2857
$1.72K ﹤0.01%
100
2858
$1.69K ﹤0.01%
+16
2859
$1.69K ﹤0.01%
+215
2860
$1.68K ﹤0.01%
200
-3,688
2861
$1.68K ﹤0.01%
120
2862
$1.65K ﹤0.01%
12
-12
2863
$1.64K ﹤0.01%
1,000
2864
$1.64K ﹤0.01%
+16
2865
$1.63K ﹤0.01%
30
2866
$1.62K ﹤0.01%
15
2867
$1.61K ﹤0.01%
+28
2868
$1.61K ﹤0.01%
20
-20
2869
$1.6K ﹤0.01%
60
2870
$1.6K ﹤0.01%
23
-200
2871
$1.6K ﹤0.01%
90
2872
$1.59K ﹤0.01%
+52
2873
$1.59K ﹤0.01%
100
2874
$1.59K ﹤0.01%
59
2875
$1.59K ﹤0.01%
648
+500
113 114
115
116 117