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
426
$966K 0.03%
38,147
+2,810
427
$960K 0.03%
18,795
-40
428
$958K 0.03%
22,746
+180
429
$955K 0.03%
5,519
-122
430
$954K 0.03%
35,060
+20,213
431
$949K 0.03%
8,731
+935
432
$948K 0.03%
38,474
+229
433
$946K 0.03%
19,502
-1,905
434
$940K 0.03%
7,594
+470
435
$940K 0.03%
1,453
+34
436
$936K 0.03%
6,079
-629
437
$936K 0.03%
12,363
+876
438
$928K 0.03%
8,259
-2,281
439
$926K 0.03%
5,307
+191
440
$923K 0.03%
6,700
+4,110
441
$922K 0.03%
24,753
442
$917K 0.03%
31,449
+13,766
443
$910K 0.03%
24,646
-2,639
444
$903K 0.03%
24,730
-1,007
445
$899K 0.03%
14,416
+693
446
$892K 0.03%
22,768
-641
447
$891K 0.03%
9,186
+206
448
$884K 0.03%
30,501
-351
449
$882K 0.03%
35,151
+7,647
450
$876K 0.03%
42,048
+52
16 17
18
19 20