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
1326
$81.2K ﹤0.01%
1,765
1327
$81K ﹤0.01%
2,200
1328
$80.7K ﹤0.01%
3,000
1329
$80.5K ﹤0.01%
955
-41
1330
$80K ﹤0.01%
219
+67
1331
$79.8K ﹤0.01%
+9,000
1332
$79.7K ﹤0.01%
1,561
-42
1333
$79.6K ﹤0.01%
+2,058
1334
$79.4K ﹤0.01%
923
-35
1335
$79.3K ﹤0.01%
3,153
-1,960
1336
$79.3K ﹤0.01%
6,412
1337
$79.3K ﹤0.01%
595
1338
$79.1K ﹤0.01%
1,493
+236
1339
$79K ﹤0.01%
424
1340
$79K ﹤0.01%
3,866
+1,473
1341
$78.7K ﹤0.01%
3,386
1342
$78.7K ﹤0.01%
2,660
-908
1343
$78.7K ﹤0.01%
1,732
1344
$78.6K ﹤0.01%
1,066
1345
$78.4K ﹤0.01%
448
+80
1346
$78.2K ﹤0.01%
9,251
-2,980
1347
$77.8K ﹤0.01%
2,216
1348
$77.7K ﹤0.01%
6,348
1349
$77.6K ﹤0.01%
2,490
-1,096
1350
$77.5K ﹤0.01%
1,443
52 53
54
55 56