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
501
$739K 0.02%
1,684
+24
502
$736K 0.02%
5,396
+1,143
503
$735K 0.02%
32,983
+78
504
$728K 0.02%
27,385
+5,142
505
$728K 0.02%
12,704
+628
506
$722K 0.02%
8,817
-1,100
507
$722K 0.02%
24,371
-31,680
508
$719K 0.02%
7,113
+1,507
509
$719K 0.02%
+14,068
510
$712K 0.02%
1,219
-28
511
$705K 0.02%
37,645
-4,616
512
$702K 0.02%
28,777
+21,304
513
$700K 0.02%
13,243
+295
514
$699K 0.02%
22,311
+12,728
515
$693K 0.02%
18,351
+2,001
516
$690K 0.02%
25,685
+5,509
517
$688K 0.02%
21,541
-51,511
518
$683K 0.02%
+28,471
519
$681K 0.02%
5,757
+4,024
520
$678K 0.02%
19,568
+1,147
521
$677K 0.02%
22,234
-433
522
$675K 0.02%
15,365
+501
523
$674K 0.02%
8,645
+1,060
524
$673K 0.02%
13,862
-36
525
$668K 0.02%
4,900
-5,756
19 20
21
22 23