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
2951
$1.21K ﹤0.01%
+143
2952
$1.2K ﹤0.01%
725
+625
2953
$1.19K ﹤0.01%
15
2954
$1.19K ﹤0.01%
257
2955
$1.18K ﹤0.01%
28
+1
2956
$1.18K ﹤0.01%
+30
2957
$1.18K ﹤0.01%
26
2958
$1.18K ﹤0.01%
20
2959
$1.17K ﹤0.01%
125
2960
$1.17K ﹤0.01%
51
2961
$1.16K ﹤0.01%
33
+8
2962
$1.15K ﹤0.01%
101
2963
$1.15K ﹤0.01%
120
2964
$1.14K ﹤0.01%
1,000
2965
$1.14K ﹤0.01%
58
-62
2966
$1.14K ﹤0.01%
64
+1
2967
$1.14K ﹤0.01%
20
-89
2968
$1.13K ﹤0.01%
69
2969
$1.13K ﹤0.01%
66
2970
$1.13K ﹤0.01%
100
2971
$1.13K ﹤0.01%
87
2972
$1.12K ﹤0.01%
40
2973
$1.11K ﹤0.01%
+45
2974
$1.11K ﹤0.01%
50
2975
$1.11K ﹤0.01%
24
117 118
119
120 121