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
1451
$63.3K ﹤0.01%
3,000
1452
$63.3K ﹤0.01%
3,009
+20
1453
$63.1K ﹤0.01%
6,447
1454
$63.1K ﹤0.01%
437
+232
1455
$62.9K ﹤0.01%
716
+20
1456
$62.9K ﹤0.01%
451
-101
1457
$62.8K ﹤0.01%
960
-12
1458
$62.7K ﹤0.01%
4,330
-221
1459
$62.7K ﹤0.01%
2,207
-155
1460
$62.6K ﹤0.01%
1,222
-11
1461
$62.5K ﹤0.01%
1,270
+470
1462
$62.4K ﹤0.01%
15,011
+16
1463
$62.4K ﹤0.01%
1,066
+314
1464
$62K ﹤0.01%
+2,000
1465
$61.9K ﹤0.01%
5,754
+513
1466
$61.6K ﹤0.01%
1,800
1467
$61.6K ﹤0.01%
706
1468
$61.5K ﹤0.01%
610
+233
1469
$61.4K ﹤0.01%
1,176
-181
1470
$61.3K ﹤0.01%
5,244
1471
$61K ﹤0.01%
278
+15
1472
$61K ﹤0.01%
2,205
+7
1473
$60.9K ﹤0.01%
2,652
1474
$60.6K ﹤0.01%
5,237
+2,500
1475
$60.6K ﹤0.01%
2,288
+11
57 58
59
60 61