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
826
$273K 0.01%
5,420
-1,025
827
$271K 0.01%
5,443
+364
828
$271K 0.01%
19,317
+1,913
829
$271K 0.01%
9,499
+6,025
830
$271K 0.01%
10,088
+8,312
831
$270K 0.01%
13,654
+42
832
$269K 0.01%
9,501
+5,354
833
$269K 0.01%
8,489
834
$269K 0.01%
2,937
+5
835
$268K 0.01%
19,064
+2,948
836
$267K 0.01%
2,748
+45
837
$264K 0.01%
6,303
+35
838
$264K 0.01%
13,770
-891
839
$263K 0.01%
3,494
+4
840
$262K 0.01%
13,716
-175
841
$262K 0.01%
3,633
-18
842
$260K 0.01%
+1,280
843
$260K 0.01%
12,727
+267
844
$259K 0.01%
7,144
-411
845
$259K 0.01%
1,495
-16
846
$258K 0.01%
1,345
-29
847
$258K 0.01%
10,775
-291
848
$258K 0.01%
2,320
-33
849
$258K 0.01%
2,637
+21
850
$258K 0.01%
1,222
+214
32 33
34
35 36