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
451
$875K 0.03%
5,104
+358
452
$870K 0.03%
9,919
-2,054
453
$865K 0.03%
10,991
-1,384
454
$863K 0.03%
43,960
-5
455
$863K 0.03%
13,782
+3,531
456
$856K 0.03%
3,611
+67
457
$855K 0.03%
8,320
+933
458
$851K 0.03%
11,798
-4,820
459
$839K 0.03%
28,189
+26,689
460
$837K 0.03%
32,530
+9,305
461
$831K 0.03%
35,042
-1,656
462
$827K 0.03%
+32,208
463
$823K 0.03%
8,614
-507
464
$819K 0.03%
9,279
-1,347
465
$815K 0.03%
32,908
-333
466
$809K 0.03%
3,147
-11
467
$807K 0.03%
6,673
+50
468
$803K 0.03%
29,297
+12,963
469
$801K 0.03%
37,889
+6
470
$801K 0.03%
25,498
+5,270
471
$800K 0.03%
23,732
-1,571
472
$798K 0.03%
7,499
+273
473
$797K 0.03%
7,626
-430
474
$796K 0.03%
+62,202
475
$792K 0.03%
7,190
+342
17 18
19
20 21