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
376
$1.22M 0.04%
27,220
-2,596
377
$1.21M 0.04%
10,763
-22
378
$1.21M 0.04%
17,328
-397
379
$1.2M 0.04%
16,977
-14
380
$1.2M 0.04%
37,396
+3,160
381
$1.18M 0.04%
37,391
+2,482
382
$1.17M 0.04%
93,656
-2,353
383
$1.17M 0.04%
31,795
-82,606
384
$1.17M 0.04%
24,997
-2,481
385
$1.17M 0.04%
28,056
+1,690
386
$1.16M 0.04%
22,699
-1,167
387
$1.16M 0.04%
11,418
+647
388
$1.15M 0.04%
27,272
-269
389
$1.15M 0.04%
17,383
+1,499
390
$1.13M 0.04%
2,089
+822
391
$1.13M 0.04%
36,548
-1,302
392
$1.12M 0.04%
4,495
+683
393
$1.11M 0.04%
101,410
-3,912
394
$1.1M 0.04%
33,117
+3,034
395
$1.09M 0.04%
8,389
-108
396
$1.07M 0.04%
5,846
+15
397
$1.07M 0.04%
10,478
-2,489
398
$1.07M 0.04%
4,259
+499
399
$1.06M 0.04%
4,594
-36
400
$1.06M 0.04%
7,140
+1,496
14 15
16
17 18