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
2926
$1.34K ﹤0.01%
16
-125
2927
$1.33K ﹤0.01%
82
-62
2928
$1.33K ﹤0.01%
25
2929
$1.32K ﹤0.01%
61
-60
2930
$1.32K ﹤0.01%
21
2931
$1.31K ﹤0.01%
45
2932
$1.29K ﹤0.01%
99
2933
$1.29K ﹤0.01%
147
2934
$1.29K ﹤0.01%
49
2935
$1.28K ﹤0.01%
62
2936
$1.28K ﹤0.01%
+16
2937
$1.28K ﹤0.01%
18
-12
2938
$1.27K ﹤0.01%
56
2939
$1.27K ﹤0.01%
+63
2940
$1.26K ﹤0.01%
188
-130
2941
$1.25K ﹤0.01%
111
+2
2942
$1.25K ﹤0.01%
+10
2943
$1.24K ﹤0.01%
43
2944
$1.22K ﹤0.01%
115
2945
$1.21K ﹤0.01%
971
2946
$1.21K ﹤0.01%
33
+28
2947
$1.21K ﹤0.01%
23
-18
2948
$1.21K ﹤0.01%
80
2949
$1.21K ﹤0.01%
160
2950
$1.21K ﹤0.01%
47
116 117
118
119 120