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
51
$9.99M 0.34%
86,474
-2,644
52
$9.64M 0.33%
291,479
-4,357
53
$9.63M 0.32%
52,851
+1,507
54
$9.53M 0.32%
103,797
-5,206
55
$9.33M 0.31%
160,870
+19,261
56
$9.25M 0.31%
280,331
+39,789
57
$9.11M 0.31%
56,818
+3,935
58
$9.06M 0.31%
97,903
+17,121
59
$8.99M 0.3%
427,410
-65,134
60
$8.89M 0.3%
253,455
+69,331
61
$8.86M 0.3%
364,486
+113,023
62
$8.73M 0.29%
43,176
-5,741
63
$8.55M 0.29%
92,283
+2,277
64
$8.29M 0.28%
45,562
+2,557
65
$8.28M 0.28%
20,352
+1,517
66
$7.91M 0.27%
115,850
+7,534
67
$7.84M 0.26%
42,747
+933
68
$7.77M 0.26%
9,136
+258
69
$7.76M 0.26%
116,228
+6,158
70
$7.57M 0.26%
383,653
-703
71
$7.24M 0.24%
7,995
+236
72
$7.17M 0.24%
211,384
-12,036
73
$7.15M 0.24%
140,503
+14,084
74
$7.08M 0.24%
88,414
-1,919
75
$7.08M 0.24%
36,317
-64
1 2
3
4 5