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
1601
$45.4K ﹤0.01%
635
+43
1602
$45.4K ﹤0.01%
306
+2
1603
$45.4K ﹤0.01%
625
1604
$45.3K ﹤0.01%
616
+63
1605
$45.3K ﹤0.01%
977
1606
$45.3K ﹤0.01%
1,213
1607
$45.2K ﹤0.01%
2,165
-250
1608
$45.2K ﹤0.01%
478
-25,010
1609
$45.1K ﹤0.01%
1,866
+1,245
1610
$44.9K ﹤0.01%
4,890
1611
$44.8K ﹤0.01%
1,591
+304
1612
$44.8K ﹤0.01%
2,256
-446
1613
$44.7K ﹤0.01%
3,709
1614
$44.5K ﹤0.01%
1,273
1615
$44.5K ﹤0.01%
1,685
1616
$44.3K ﹤0.01%
427
+34
1617
$44.2K ﹤0.01%
1,318
+176
1618
$44.2K ﹤0.01%
265
+5
1619
$44.1K ﹤0.01%
372
1620
$44.1K ﹤0.01%
1,334
-836
1621
$44K ﹤0.01%
852
1622
$43.8K ﹤0.01%
233
1623
$43.8K ﹤0.01%
756
1624
$43.6K ﹤0.01%
708
-1
1625
$43.6K ﹤0.01%
972
+2
63 64
65
66 67