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
2901
$1.47K ﹤0.01%
+14
2902
$1.47K ﹤0.01%
56
2903
$1.46K ﹤0.01%
+120
2904
$1.46K ﹤0.01%
21
+2
2905
$1.45K ﹤0.01%
83
+50
2906
$1.44K ﹤0.01%
+31
2907
$1.43K ﹤0.01%
125
2908
$1.43K ﹤0.01%
128
2909
$1.42K ﹤0.01%
+22
2910
$1.42K ﹤0.01%
200
2911
$1.42K ﹤0.01%
6
2912
$1.41K ﹤0.01%
+16
2913
$1.41K ﹤0.01%
86
2914
$1.41K ﹤0.01%
20
2915
$1.4K ﹤0.01%
40
2916
$1.4K ﹤0.01%
60
2917
$1.39K ﹤0.01%
54
2918
$1.38K ﹤0.01%
200
2919
$1.38K ﹤0.01%
73
2920
$1.37K ﹤0.01%
246
2921
$1.37K ﹤0.01%
407
2922
$1.36K ﹤0.01%
12
2923
$1.35K ﹤0.01%
98
2924
$1.35K ﹤0.01%
15
-15
2925
$1.35K ﹤0.01%
25
115 116
117
118 119