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
2876
$1.58K ﹤0.01%
101
2877
$1.57K ﹤0.01%
+200
2878
$1.57K ﹤0.01%
50
+20
2879
$1.57K ﹤0.01%
59
-81
2880
$1.57K ﹤0.01%
86
2881
$1.57K ﹤0.01%
+250
2882
$1.56K ﹤0.01%
+271
2883
$1.56K ﹤0.01%
800
2884
$1.55K ﹤0.01%
140
2885
$1.54K ﹤0.01%
63
2886
$1.52K ﹤0.01%
16
2887
$1.52K ﹤0.01%
120
2888
$1.52K ﹤0.01%
42
-243
2889
$1.52K ﹤0.01%
36
-43
2890
$1.5K ﹤0.01%
80
2891
$1.5K ﹤0.01%
19
+14
2892
$1.5K ﹤0.01%
265
2893
$1.49K ﹤0.01%
54
2894
$1.49K ﹤0.01%
14
+2
2895
$1.48K ﹤0.01%
40
2896
$1.48K ﹤0.01%
13
+5
2897
$1.47K ﹤0.01%
654
+350
2898
$1.47K ﹤0.01%
22
2899
$1.47K ﹤0.01%
53
-25
2900
$1.47K ﹤0.01%
492
114 115
116
117 118