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
801
$293K 0.01%
7,651
802
$293K 0.01%
2,750
-170
803
$292K 0.01%
2,539
+271
804
$292K 0.01%
2,256
+1
805
$292K 0.01%
15,530
806
$289K 0.01%
4,825
+1,676
807
$289K 0.01%
+9,615
808
$288K 0.01%
9,344
-5,150
809
$288K 0.01%
8,279
810
$288K 0.01%
1,561
+2
811
$285K 0.01%
+10,580
812
$284K 0.01%
12,738
+36
813
$284K 0.01%
20,016
-6
814
$284K 0.01%
12,514
+362
815
$284K 0.01%
3,058
-160
816
$281K 0.01%
2,049
-18
817
$280K 0.01%
7,462
+1,608
818
$276K 0.01%
2,591
+177
819
$276K 0.01%
1,024
+108
820
$275K 0.01%
4,744
+26
821
$275K 0.01%
13,073
+259
822
$275K 0.01%
37,419
+472
823
$275K 0.01%
3,000
+249
824
$274K 0.01%
2,096
-153
825
$273K 0.01%
5,363
+899
31 32
33
34 35