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
1526
$53.1K ﹤0.01%
1,593
1527
$52.7K ﹤0.01%
813
1528
$52.6K ﹤0.01%
983
+82
1529
$52.6K ﹤0.01%
790
1530
$52.4K ﹤0.01%
2,608
+1,502
1531
$52.4K ﹤0.01%
1,001
+76
1532
$52.3K ﹤0.01%
252
1533
$52.1K ﹤0.01%
1,132
1534
$52K ﹤0.01%
780
+271
1535
$51.8K ﹤0.01%
4,482
-1,015
1536
$51.6K ﹤0.01%
1,302
-448
1537
$51K ﹤0.01%
534
-41
1538
$50.9K ﹤0.01%
1,796
+500
1539
$50.7K ﹤0.01%
3,100
+500
1540
$50.5K ﹤0.01%
848
1541
$50.5K ﹤0.01%
348
-906
1542
$50.3K ﹤0.01%
3,668
+1,849
1543
$50.3K ﹤0.01%
234
1544
$50.2K ﹤0.01%
2,136
+14
1545
$49.9K ﹤0.01%
5,355
1546
$49.8K ﹤0.01%
1,934
+392
1547
$49.8K ﹤0.01%
2,050
1548
$49.7K ﹤0.01%
1,750
-19
1549
$49.6K ﹤0.01%
+1,931
1550
$49.6K ﹤0.01%
2,500
60 61
62
63 64