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
126
$4.12M 0.14%
84,461
+51,847
127
$4.11M 0.14%
26,292
+99
128
$4.11M 0.14%
134,702
+10,736
129
$4.11M 0.14%
84,358
+5,871
130
$4.1M 0.14%
28,073
+981
131
$4.09M 0.14%
110,361
+4,102
132
$4.07M 0.14%
100,266
-115,677
133
$3.98M 0.13%
84,756
+4,671
134
$3.97M 0.13%
23,121
+808
135
$3.96M 0.13%
88,720
+3,658
136
$3.96M 0.13%
134,357
+41,280
137
$3.91M 0.13%
171,646
-1,212
138
$3.85M 0.13%
111,417
-94,224
139
$3.84M 0.13%
156,912
+8,588
140
$3.83M 0.13%
128,842
+53,789
141
$3.83M 0.13%
155,983
+125
142
$3.82M 0.13%
18,655
-2,876
143
$3.82M 0.13%
17,497
+1,161
144
$3.81M 0.13%
99,288
-3,778
145
$3.81M 0.13%
37,240
+8,145
146
$3.79M 0.13%
65,771
+44,807
147
$3.75M 0.13%
104,020
-71,405
148
$3.75M 0.13%
24,901
+1,045
149
$3.74M 0.13%
24,572
+332
150
$3.74M 0.13%
73,492
+9,417
4 5
6
7 8