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
276
$1.78M 0.06%
27,983
-830
277
$1.77M 0.06%
8,049
+131
278
$1.76M 0.06%
61,894
-1,067
279
$1.75M 0.06%
64,287
+4,509
280
$1.72M 0.06%
8,655
+297
281
$1.72M 0.06%
30,058
-2,944
282
$1.72M 0.06%
34,169
-4,437
283
$1.69M 0.06%
83,014
+375
284
$1.69M 0.06%
29,928
+295
285
$1.68M 0.06%
26,182
-270
286
$1.67M 0.06%
11,719
+3,188
287
$1.67M 0.06%
59,529
+1,586
288
$1.66M 0.06%
53,229
+19,431
289
$1.66M 0.06%
39,086
-14,794
290
$1.65M 0.06%
27,851
+575
291
$1.64M 0.06%
45,364
+1,799
292
$1.63M 0.06%
25,296
-1,701
293
$1.63M 0.06%
27,691
-1,721
294
$1.63M 0.06%
48,584
+2,251
295
$1.63M 0.05%
65,931
-1,236
296
$1.63M 0.05%
45,916
-11,912
297
$1.62M 0.05%
21,685
-1,286
298
$1.61M 0.05%
12,244
+919
299
$1.59M 0.05%
5,105
+524
300
$1.58M 0.05%
66,089
+30,963
10 11
12
13 14