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
1301
$86.7K ﹤0.01%
2,246
-937
1302
$86.1K ﹤0.01%
385
+44
1303
$85.9K ﹤0.01%
442
-61
1304
$85.6K ﹤0.01%
858
+3
1305
$85.5K ﹤0.01%
2,785
1306
$85.4K ﹤0.01%
1,152
+98
1307
$85K ﹤0.01%
3,224
+2,712
1308
$84.9K ﹤0.01%
3,637
+1,234
1309
$84.6K ﹤0.01%
1,726
1310
$84.5K ﹤0.01%
600
1311
$84K ﹤0.01%
+1,490
1312
$83.9K ﹤0.01%
487
-2
1313
$83.7K ﹤0.01%
1,682
1314
$83.4K ﹤0.01%
1,545
-1
1315
$83.3K ﹤0.01%
3,431
+519
1316
$83.1K ﹤0.01%
6,641
1317
$82.9K ﹤0.01%
2,498
1318
$82.8K ﹤0.01%
3,259
1319
$82.7K ﹤0.01%
1,391
1320
$82.3K ﹤0.01%
2,843
-43
1321
$82.3K ﹤0.01%
1,851
-1
1322
$82K ﹤0.01%
1,306
+812
1323
$81.9K ﹤0.01%
1,107
-20
1324
$81.9K ﹤0.01%
2,998
+563
1325
$81.7K ﹤0.01%
1,005
-27
51 52
53
54 55