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
1176
$116K ﹤0.01%
2,318
-195
1177
$115K ﹤0.01%
5,479
+1,065
1178
$115K ﹤0.01%
4,675
1179
$115K ﹤0.01%
2,740
1180
$115K ﹤0.01%
+4,344
1181
$115K ﹤0.01%
10,018
1182
$114K ﹤0.01%
3,935
-298
1183
$114K ﹤0.01%
1,368
-201
1184
$114K ﹤0.01%
2,396
+14
1185
$113K ﹤0.01%
5,496
-65,851
1186
$113K ﹤0.01%
660
-20
1187
$113K ﹤0.01%
1,442
+33
1188
$112K ﹤0.01%
2,663
1189
$112K ﹤0.01%
614
+14
1190
$112K ﹤0.01%
2,083
+3
1191
$111K ﹤0.01%
4,199
+485
1192
$111K ﹤0.01%
2,875
1193
$111K ﹤0.01%
3,245
-124
1194
$110K ﹤0.01%
921
-15
1195
$110K ﹤0.01%
+5,914
1196
$109K ﹤0.01%
+4,320
1197
$109K ﹤0.01%
340
+32
1198
$109K ﹤0.01%
17,671
1199
$109K ﹤0.01%
1,108
-47
1200
$109K ﹤0.01%
+3,420
46 47
48
49 50