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
851
$257K 0.01%
6,194
+1,314
852
$256K 0.01%
4,624
-24
853
$255K 0.01%
2,758
-12
854
$254K 0.01%
12,056
+90
855
$253K 0.01%
7,323
+556
856
$253K 0.01%
10,687
857
$253K 0.01%
1,498
-110,644
858
$252K 0.01%
6,493
-1,932
859
$250K 0.01%
2,424
860
$249K 0.01%
7,459
+101
861
$248K 0.01%
4,855
862
$248K 0.01%
6,550
-1,008
863
$248K 0.01%
1,869
-146
864
$248K 0.01%
5,736
-1,014
865
$247K 0.01%
4,580
-3,205
866
$245K 0.01%
4,215
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867
$245K 0.01%
3,719
-609
868
$245K 0.01%
1,029
+170
869
$243K 0.01%
8,601
-2,402
870
$243K 0.01%
8,376
-100
871
$242K 0.01%
3,031
+229
872
$242K 0.01%
5,789
+262
873
$241K 0.01%
7,776
-1,745
874
$241K 0.01%
2,393
+15
875
$241K 0.01%
29,288
-733
33 34
35
36 37