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
1276
$93.2K ﹤0.01%
209
-7
1277
$93.2K ﹤0.01%
1,944
1278
$92.8K ﹤0.01%
5,412
1279
$92.5K ﹤0.01%
812
-61
1280
$91.4K ﹤0.01%
3,348
+1,575
1281
$91K ﹤0.01%
1,401
1282
$90.3K ﹤0.01%
6,725
+323
1283
$90.2K ﹤0.01%
8,946
1284
$89.6K ﹤0.01%
1,261
-36
1285
$89.4K ﹤0.01%
2,323
+303
1286
$89.2K ﹤0.01%
453
-31
1287
$89.2K ﹤0.01%
7,855
+100
1288
$89.1K ﹤0.01%
2,613
+2,313
1289
$89.1K ﹤0.01%
387
1290
$89K ﹤0.01%
1,036
1291
$88.8K ﹤0.01%
506
-104
1292
$88.5K ﹤0.01%
2,038
+1,125
1293
$88.3K ﹤0.01%
4,371
-2,906
1294
$87.9K ﹤0.01%
533
-16
1295
$87.5K ﹤0.01%
764
1296
$87.4K ﹤0.01%
8,221
-468
1297
$87.3K ﹤0.01%
1,774
-100
1298
$87.1K ﹤0.01%
2,200
1299
$86.9K ﹤0.01%
3,018
+7
1300
$86.9K ﹤0.01%
4,265
50 51
52
53 54