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
601
$499K 0.02%
3,913
-724
602
$492K 0.02%
9,385
603
$489K 0.02%
8,900
-430
604
$488K 0.02%
15,936
+1,218
605
$488K 0.02%
16,789
-156
606
$487K 0.02%
1,261
+42
607
$486K 0.02%
14,945
+6,174
608
$485K 0.02%
12,479
+7,466
609
$485K 0.02%
8,267
+272
610
$485K 0.02%
461
-92
611
$484K 0.02%
9,168
+936
612
$484K 0.02%
+23,599
613
$483K 0.02%
24,285
-380
614
$480K 0.02%
28,052
+2,483
615
$480K 0.02%
6,838
-61
616
$479K 0.02%
21,718
-5,170
617
$478K 0.02%
607
-19
618
$478K 0.02%
11,435
-526
619
$476K 0.02%
1,849
+108
620
$475K 0.02%
5,316
-1,118
621
$474K 0.02%
14,349
-1,029
622
$474K 0.02%
43,908
623
$471K 0.02%
9,939
-589
624
$470K 0.02%
2,999
-88
625
$470K 0.02%
7,180
-306
23 24
25
26 27