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
626
$469K 0.02%
13,700
627
$466K 0.02%
1,681
+42
628
$465K 0.02%
11,425
629
$464K 0.02%
12,117
-234
630
$463K 0.02%
7,801
+441
631
$463K 0.02%
3,280
+324
632
$462K 0.02%
38,235
-903
633
$462K 0.02%
1,866
-789
634
$459K 0.02%
10,188
-571
635
$459K 0.02%
17,075
-4,572
636
$458K 0.02%
13,352
637
$458K 0.02%
8,121
+389
638
$456K 0.02%
5,949
+34
639
$456K 0.02%
9,606
-1,247
640
$454K 0.02%
18,808
+8
641
$450K 0.02%
3,290
-39
642
$450K 0.02%
8,132
643
$449K 0.02%
1,901
+126
644
$447K 0.02%
9,806
+7,185
645
$444K 0.02%
2,808
-244
646
$444K 0.02%
6,912
+202
647
$441K 0.01%
12,859
-151
648
$440K 0.01%
24,189
+1,921
649
$439K 0.01%
22,416
-717
650
$439K 0.01%
14,342
+8,318
24 25
26
27 28