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
1501
$56.5K ﹤0.01%
3,945
-78
1502
$56.5K ﹤0.01%
216
-65
1503
$56.3K ﹤0.01%
2,175
1504
$56.2K ﹤0.01%
6,900
1505
$56.1K ﹤0.01%
1,401
1506
$55.7K ﹤0.01%
413
+2
1507
$55.6K ﹤0.01%
797
1508
$55.6K ﹤0.01%
10,205
1509
$55.5K ﹤0.01%
3,325
+853
1510
$55.4K ﹤0.01%
1,805
1511
$55.4K ﹤0.01%
925
-819
1512
$55.2K ﹤0.01%
510
-407
1513
$55.2K ﹤0.01%
1,905
+137
1514
$55.1K ﹤0.01%
2,031
1515
$54.9K ﹤0.01%
1,775
-361
1516
$54.8K ﹤0.01%
6,636
-210
1517
$54.8K ﹤0.01%
310
-2
1518
$54.7K ﹤0.01%
2,416
1519
$54.2K ﹤0.01%
949
1520
$54.2K ﹤0.01%
3,555
1521
$54.2K ﹤0.01%
1,386
+4
1522
$53.8K ﹤0.01%
910
1523
$53.7K ﹤0.01%
6,300
1524
$53.7K ﹤0.01%
503
+8
1525
$53.2K ﹤0.01%
2,127
+11
59 60
61
62 63