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
1401
$70.1K ﹤0.01%
2,659
+541
1402
$70K ﹤0.01%
1,834
-100
1403
$69.7K ﹤0.01%
+1,318
1404
$69.7K ﹤0.01%
1,724
+5
1405
$69.6K ﹤0.01%
3,492
1406
$69.6K ﹤0.01%
226
-55
1407
$69.6K ﹤0.01%
1,154
-83
1408
$69.5K ﹤0.01%
1,093
1409
$69.2K ﹤0.01%
1,951
-445
1410
$69.2K ﹤0.01%
3,267
+1,010
1411
$68.8K ﹤0.01%
4,000
+1,950
1412
$68.8K ﹤0.01%
1,237
-417
1413
$68.6K ﹤0.01%
1,202
1414
$68.6K ﹤0.01%
1,144
-45
1415
$68.4K ﹤0.01%
881
+51
1416
$68.2K ﹤0.01%
305
+4
1417
$68.1K ﹤0.01%
2,232
1418
$68K ﹤0.01%
217
1419
$68K ﹤0.01%
3,000
1420
$67.9K ﹤0.01%
1,697
1421
$67.8K ﹤0.01%
1,531
+553
1422
$67.5K ﹤0.01%
9,675
+3,700
1423
$67.4K ﹤0.01%
1,382
+22
1424
$67.4K ﹤0.01%
792
+1
1425
$67.3K ﹤0.01%
2,332
55 56
57
58 59