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
1576
$47.4K ﹤0.01%
3,216
1577
$47.3K ﹤0.01%
697
+438
1578
$47.3K ﹤0.01%
1,050
+60
1579
$47.3K ﹤0.01%
872
+3
1580
$47.1K ﹤0.01%
2,027
-1,409
1581
$46.9K ﹤0.01%
10,873
+696
1582
$46.8K ﹤0.01%
2,009
+20
1583
$46.8K ﹤0.01%
732
-152
1584
$46.8K ﹤0.01%
1,398
-163
1585
$46.8K ﹤0.01%
7,317
1586
$46.7K ﹤0.01%
2,087
-187
1587
$46.5K ﹤0.01%
4,592
-500
1588
$46.5K ﹤0.01%
1,693
-81
1589
$46.4K ﹤0.01%
556
+2
1590
$46.2K ﹤0.01%
1,661
1591
$46.1K ﹤0.01%
2,710
+16
1592
$46.1K ﹤0.01%
517
+29
1593
$45.9K ﹤0.01%
2,300
1594
$45.9K ﹤0.01%
1,836
-284
1595
$45.8K ﹤0.01%
94
-5
1596
$45.8K ﹤0.01%
391
-250
1597
$45.7K ﹤0.01%
997
-7
1598
$45.7K ﹤0.01%
153
-9
1599
$45.7K ﹤0.01%
+1,834
1600
$45.7K ﹤0.01%
2,000
+115
62 63
64
65 66