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
1551
$49.5K ﹤0.01%
1,631
+18
1552
$49.5K ﹤0.01%
11,475
1553
$49.4K ﹤0.01%
335
1554
$49.4K ﹤0.01%
+2,270
1555
$49.3K ﹤0.01%
2,763
1556
$49.3K ﹤0.01%
3,657
1557
$49K ﹤0.01%
301
-17
1558
$49K ﹤0.01%
199
+25
1559
$48.8K ﹤0.01%
1,528
+18
1560
$48.7K ﹤0.01%
656
-305
1561
$48.7K ﹤0.01%
453
1562
$48.6K ﹤0.01%
348
+8
1563
$48.5K ﹤0.01%
2,370
+47
1564
$48.4K ﹤0.01%
1,280
+1,047
1565
$48.4K ﹤0.01%
1,452
+80
1566
$48.4K ﹤0.01%
2,099
1567
$48.4K ﹤0.01%
1,853
+394
1568
$48.3K ﹤0.01%
617
1569
$48.3K ﹤0.01%
1,097
+285
1570
$48.3K ﹤0.01%
770
-109
1571
$48.3K ﹤0.01%
521
-147
1572
$47.6K ﹤0.01%
1,075
+33
1573
$47.5K ﹤0.01%
1,535
1574
$47.5K ﹤0.01%
1,411
1575
$47.4K ﹤0.01%
+1,654
61 62
63
64 65