We are live on ! Find out more
HI

Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$16.3M
2
+$11.9M
3
+$9.22M
4
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$9.12M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.63M

Top Sells

1
+$18.7M
2
+$7.88M
3
+$4.93M
4
FMAR icon
FT Vest US Equity Buffer ETF March
FMAR
+$4.56M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.22M

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
3376
– –
-385
3377
– –
-19
3378
– –
-400
3379
– –
0
3380
– –
-150
3381
– –
-230
3382
– –
-333
3383
– –
-2,125
3384
– –
-9,009
3385
– –
-184
3386
– –
-50
3387
– –
0
3388
– –
-535
3389
– –
-270
3390
– –
-1,725
3391
– –
-28
3392
– –
-10,720
3393
– –
-1,229
3394
– –
-200
3395
– –
-37
3396
– –
-67,807
3397
– –
-115
3398
– –
-6,000
3399
– –
-5
3400
– –
-330
133 134 135
136
137