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
101
$5.32M 0.18%
58,344
-1,099
102
$5.24M 0.18%
26,543
-1,049
103
$5.2M 0.18%
19,556
+109
104
$5.16M 0.17%
226,396
-79,556
105
$5.01M 0.17%
121,513
-400
106
$5M 0.17%
185,587
+8,458
107
$4.96M 0.17%
78,012
+10,501
108
$4.87M 0.16%
24,628
+799
109
$4.64M 0.16%
62,098
-4,553
110
$4.63M 0.16%
28,053
+962
111
$4.61M 0.16%
47,538
+4,588
112
$4.5M 0.15%
220,537
-5,173
113
$4.48M 0.15%
20,861
-682
114
$4.46M 0.15%
98,714
-180
115
$4.43M 0.15%
17,389
+588
116
$4.34M 0.15%
17,909
+1,006
117
$4.31M 0.15%
89,113
-68,838
118
$4.31M 0.15%
46,895
+17,044
119
$4.3M 0.14%
273,264
+2,448
120
$4.26M 0.14%
9,647
+161
121
$4.24M 0.14%
200,827
+17,000
122
$4.23M 0.14%
26,340
-4,140
123
$4.23M 0.14%
55,866
-2,403
124
$4.18M 0.14%
7,809
+57
125
$4.17M 0.14%
56,205
+3,754
3 4
5
6 7