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
1376
$73.5K ﹤0.01%
1,048
1377
$73.4K ﹤0.01%
1,167
+3
1378
$73.3K ﹤0.01%
705
-63
1379
$72.9K ﹤0.01%
1,346
-37
1380
$72.9K ﹤0.01%
842
+553
1381
$72.4K ﹤0.01%
13,047
-257
1382
$72.1K ﹤0.01%
2,903
+19
1383
$72K ﹤0.01%
737
-502
1384
$71.7K ﹤0.01%
2,194
1385
$71.7K ﹤0.01%
1,668
1386
$71.6K ﹤0.01%
2,591
-948
1387
$71.5K ﹤0.01%
1,115
+2
1388
$71.4K ﹤0.01%
2,137
+200
1389
$71.4K ﹤0.01%
1,295
1390
$71.2K ﹤0.01%
6,280
-4,130
1391
$70.9K ﹤0.01%
3,430
1392
$70.6K ﹤0.01%
1,738
1393
$70.6K ﹤0.01%
225
+29
1394
$70.6K ﹤0.01%
3,753
+234
1395
$70.6K ﹤0.01%
615
+16
1396
$70.6K ﹤0.01%
2,532
-63
1397
$70.5K ﹤0.01%
4,035
-197
1398
$70.4K ﹤0.01%
8,373
+1,013
1399
$70.1K ﹤0.01%
566
-7
1400
$70.1K ﹤0.01%
1,275
+10
54 55
56
57 58