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
1251
$98.5K ﹤0.01%
1,477
+105
1252
$98.3K ﹤0.01%
1,164
1253
$98.1K ﹤0.01%
2,390
1254
$98.1K ﹤0.01%
1,120
+260
1255
$97.9K ﹤0.01%
953
-403
1256
$97.7K ﹤0.01%
2,636
1257
$97.3K ﹤0.01%
3,412
-1,043
1258
$97.2K ﹤0.01%
3,594
+1,344
1259
$97.1K ﹤0.01%
444
-25
1260
$96.7K ﹤0.01%
6,295
1261
$96.6K ﹤0.01%
2,301
-112
1262
$96.5K ﹤0.01%
3,108
-1,380
1263
$96.3K ﹤0.01%
6,942
1264
$96.2K ﹤0.01%
1,725
+300
1265
$96.2K ﹤0.01%
1,970
-288
1266
$96.1K ﹤0.01%
1,169
1267
$95.9K ﹤0.01%
1,410
-100
1268
$95.8K ﹤0.01%
11,583
+11,308
1269
$95.8K ﹤0.01%
2,565
+1
1270
$95.5K ﹤0.01%
959
-23
1271
$94.6K ﹤0.01%
919
+91
1272
$94.3K ﹤0.01%
2,295
1273
$94.2K ﹤0.01%
2,668
+22
1274
$93.9K ﹤0.01%
2,052
1275
$93.3K ﹤0.01%
667
+431
49 50
51
52 53