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
1476
$60.5K ﹤0.01%
2,695
-11
1477
$60.5K ﹤0.01%
2,604
-680
1478
$60.5K ﹤0.01%
206
+4
1479
$59.8K ﹤0.01%
449
-22
1480
$59.7K ﹤0.01%
1,046
1481
$59.7K ﹤0.01%
2,410
+809
1482
$59.5K ﹤0.01%
2,186
+578
1483
$59.4K ﹤0.01%
654
+1
1484
$59.3K ﹤0.01%
11,090
+1,000
1485
$59.3K ﹤0.01%
2,006
-626
1486
$59.2K ﹤0.01%
390
1487
$59.2K ﹤0.01%
1,215
1488
$59.2K ﹤0.01%
4,000
1489
$58.6K ﹤0.01%
2,276
+766
1490
$58.6K ﹤0.01%
5,995
-863
1491
$58.5K ﹤0.01%
490
-14
1492
$58.4K ﹤0.01%
3,324
+332
1493
$58.3K ﹤0.01%
1,979
+839
1494
$58.3K ﹤0.01%
3,303
1495
$58.1K ﹤0.01%
5,200
1496
$58K ﹤0.01%
435
-197
1497
$57.7K ﹤0.01%
1,437
-20
1498
$57.4K ﹤0.01%
1,705
+408
1499
$57.2K ﹤0.01%
527
-148
1500
$57.2K ﹤0.01%
1,822
58 59
60
61 62