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
1426
$67.1K ﹤0.01%
1,448
-957
1427
$67.1K ﹤0.01%
156
+1
1428
$67K ﹤0.01%
1,780
-60
1429
$66.7K ﹤0.01%
794
-20
1430
$66.4K ﹤0.01%
1,015
1431
$66.3K ﹤0.01%
1,379
1432
$66.2K ﹤0.01%
2,261
1433
$66.1K ﹤0.01%
4,008
1434
$66K ﹤0.01%
528
-24
1435
$65.9K ﹤0.01%
273
-103
1436
$65.8K ﹤0.01%
670
1437
$65.7K ﹤0.01%
3,225
+193
1438
$65K ﹤0.01%
930
+109
1439
$64.9K ﹤0.01%
1,710
1440
$64.9K ﹤0.01%
697
+53
1441
$64.5K ﹤0.01%
3,283
-1,010
1442
$64.5K ﹤0.01%
2,337
1443
$64.4K ﹤0.01%
1,438
+237
1444
$64.4K ﹤0.01%
1,638
+2
1445
$64.2K ﹤0.01%
285
-54
1446
$64K ﹤0.01%
2,298
1447
$63.9K ﹤0.01%
1,175
1448
$63.6K ﹤0.01%
3,640
1449
$63.4K ﹤0.01%
830
+333
1450
$63.4K ﹤0.01%
492
+2
56 57
58
59 60