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
1226
$103K ﹤0.01%
2,930
+228
1227
$102K ﹤0.01%
2,039
-323
1228
$101K ﹤0.01%
9,387
+64
1229
$101K ﹤0.01%
1,034
+45
1230
$101K ﹤0.01%
4,457
+178
1231
$101K ﹤0.01%
3,261
+621
1232
$101K ﹤0.01%
2,081
-94
1233
$101K ﹤0.01%
665
-46
1234
$101K ﹤0.01%
+3,546
1235
$100K ﹤0.01%
498
+23
1236
$100K ﹤0.01%
1,733
-110
1237
$100K ﹤0.01%
1,273
-154
1238
$100K ﹤0.01%
1,059
+117
1239
$100K ﹤0.01%
6,604
1240
$99.9K ﹤0.01%
3,531
+859
1241
$99.9K ﹤0.01%
2,738
+324
1242
$99.9K ﹤0.01%
3,277
-1,184
1243
$99.9K ﹤0.01%
4,134
+1,837
1244
$99.6K ﹤0.01%
2,396
1245
$99.5K ﹤0.01%
3,581
+1
1246
$99.4K ﹤0.01%
5,528
1247
$99.3K ﹤0.01%
13,342
-1,324
1248
$98.8K ﹤0.01%
4,299
+38
1249
$98.8K ﹤0.01%
1,846
+2
1250
$98.7K ﹤0.01%
4,201
-2,970
48 49
50
51 52