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
1351
$77K ﹤0.01%
3,083
-201
1352
$76.9K ﹤0.01%
399
1353
$76.8K ﹤0.01%
2,587
-635
1354
$76.3K ﹤0.01%
3,545
1355
$76.3K ﹤0.01%
8,841
1356
$76.1K ﹤0.01%
281
+1
1357
$76K ﹤0.01%
2,420
+1,693
1358
$75.9K ﹤0.01%
151
+84
1359
$75.8K ﹤0.01%
1,823
+1
1360
$75.8K ﹤0.01%
5,281
+658
1361
$75.4K ﹤0.01%
2,237
-69
1362
$75.3K ﹤0.01%
2,942
+532
1363
$75.2K ﹤0.01%
2,556
+1,441
1364
$75K ﹤0.01%
2,840
1365
$74.8K ﹤0.01%
3,115
1366
$74.8K ﹤0.01%
1,107
+98
1367
$74.8K ﹤0.01%
2,531
+204
1368
$74.7K ﹤0.01%
183
+12
1369
$74.6K ﹤0.01%
675
-68
1370
$74.6K ﹤0.01%
5,610
1371
$74.5K ﹤0.01%
4,383
+131
1372
$74.4K ﹤0.01%
2,128
+325
1373
$73.9K ﹤0.01%
2,861
-495
1374
$73.7K ﹤0.01%
1,060
1375
$73.7K ﹤0.01%
3,923
+4
53 54
55
56 57