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
876
$240K 0.01%
3,701
-1,643
877
$240K 0.01%
5,099
-913
878
$240K 0.01%
2,938
+42
879
$239K 0.01%
1,132
-54
880
$237K 0.01%
1,040
+213
881
$237K 0.01%
6,346
882
$237K 0.01%
6,875
+5,530
883
$237K 0.01%
2,087
-37
884
$236K 0.01%
7,757
+1,187
885
$236K 0.01%
3,033
886
$236K 0.01%
4,386
887
$236K 0.01%
59,746
+2,923
888
$235K 0.01%
1,156
-36
889
$233K 0.01%
3,162
-516
890
$233K 0.01%
14,513
-450
891
$233K 0.01%
+10,998
892
$231K 0.01%
896
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893
$230K 0.01%
1,528
+837
894
$229K 0.01%
4,036
+40
895
$229K 0.01%
5,053
896
$229K 0.01%
883
+65
897
$229K 0.01%
2,148
-15
898
$229K 0.01%
8,702
-1,319
899
$228K 0.01%
6,803
+218
900
$227K 0.01%
4,687
+4,190
34 35
36
37 38