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
551
$612K 0.02%
12,748
+3,833
552
$608K 0.02%
2,316
+6
553
$604K 0.02%
15,615
+619
554
$602K 0.02%
11,531
+155
555
$601K 0.02%
33,257
+2,118
556
$599K 0.02%
4,102
557
$599K 0.02%
11,824
-361
558
$598K 0.02%
31,945
+197
559
$596K 0.02%
20,811
-253
560
$595K 0.02%
5,687
-1,487
561
$584K 0.02%
5,451
+164
562
$578K 0.02%
24,534
-200
563
$578K 0.02%
4,280
+449
564
$577K 0.02%
6,002
-374
565
$574K 0.02%
12,355
+759
566
$571K 0.02%
17,252
+2,193
567
$571K 0.02%
4,456
568
$570K 0.02%
1,982
+79
569
$570K 0.02%
5,990
-100
570
$569K 0.02%
5,095
+45
571
$568K 0.02%
12,676
+3,405
572
$566K 0.02%
13,415
-1,587
573
$564K 0.02%
9,080
+4,018
574
$560K 0.02%
11,812
-1,784
575
$556K 0.02%
10,955
+238
21 22
23
24 25