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
526
$663K 0.02%
3,912
+310
527
$661K 0.02%
9,759
528
$660K 0.02%
13,223
-10,099
529
$655K 0.02%
1,473
+47
530
$651K 0.02%
14,812
-15
531
$651K 0.02%
58,725
+3,000
532
$649K 0.02%
21,028
533
$647K 0.02%
15,986
+217
534
$642K 0.02%
1,155
+178
535
$641K 0.02%
3,298
-620
536
$639K 0.02%
12,433
+1,390
537
$636K 0.02%
12,980
-418
538
$631K 0.02%
72,897
+5,956
539
$625K 0.02%
7,974
-2,272
540
$623K 0.02%
5,254
-1,541
541
$622K 0.02%
7,902
-300
542
$622K 0.02%
8,615
+659
543
$621K 0.02%
9,055
+2,037
544
$616K 0.02%
5,691
-86
545
$614K 0.02%
2,764
-75
546
$614K 0.02%
50,445
-113
547
$613K 0.02%
31,736
+1,880
548
$612K 0.02%
11,935
+5,733
549
$612K 0.02%
21,346
550
$612K 0.02%
17,193
+555
20 21
22
23 24