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
351
$1.32M 0.04%
29,985
-17,213
352
$1.32M 0.04%
29,061
+3,113
353
$1.32M 0.04%
9,508
+193
354
$1.31M 0.04%
21,797
-1,192
355
$1.3M 0.04%
10,970
-396
356
$1.3M 0.04%
17,317
+11,120
357
$1.29M 0.04%
30,508
+253
358
$1.28M 0.04%
6,473
+536
359
$1.28M 0.04%
26,398
-518
360
$1.27M 0.04%
43,124
-63,737
361
$1.27M 0.04%
29,515
-131
362
$1.27M 0.04%
14,558
-1,786
363
$1.26M 0.04%
52,734
+23,092
364
$1.26M 0.04%
41,232
+41,073
365
$1.25M 0.04%
57,190
-186,428
366
$1.25M 0.04%
26,737
-4,360
367
$1.24M 0.04%
7,804
-2,818
368
$1.23M 0.04%
36,099
-48
369
$1.23M 0.04%
9,087
+1
370
$1.23M 0.04%
11,350
-1,297
371
$1.23M 0.04%
26,594
+1,005
372
$1.22M 0.04%
30,829
+209
373
$1.22M 0.04%
30,734
-129
374
$1.22M 0.04%
10,010
-901
375
$1.22M 0.04%
29,906
+1,788
13 14
15
16 17