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
926
$214K 0.01%
15,968
+9,073
927
$214K 0.01%
3,241
+1,112
928
$213K 0.01%
2,576
+2
929
$213K 0.01%
16,284
+360
930
$213K 0.01%
38,499
+1,391
931
$212K 0.01%
804
-67
932
$212K 0.01%
4,568
+58
933
$210K 0.01%
3,354
+1,704
934
$210K 0.01%
2,320
-314
935
$210K 0.01%
10,423
-3,946
936
$209K 0.01%
5,868
-348
937
$209K 0.01%
4,236
-353
938
$209K 0.01%
20,999
+3,769
939
$207K 0.01%
4,042
-2,165
940
$207K 0.01%
6,290
-1,437
941
$206K 0.01%
626
+25
942
$204K 0.01%
10,726
+107
943
$203K 0.01%
3,697
-646
944
$203K 0.01%
8,235
-87
945
$203K 0.01%
4,970
-55
946
$203K 0.01%
14,200
947
$201K 0.01%
4,126
-607
948
$200K 0.01%
5,089
949
$200K 0.01%
10,663
-22,900
950
$199K 0.01%
5,774
-100
36 37
38
39 40