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
1651
$41K ﹤0.01%
177
+15
1652
$40.9K ﹤0.01%
714
1653
$40.9K ﹤0.01%
320
1654
$40.8K ﹤0.01%
914
-6
1655
$40.7K ﹤0.01%
1,820
+200
1656
$40.6K ﹤0.01%
1,202
-54
1657
$40.6K ﹤0.01%
314
+1
1658
$40.5K ﹤0.01%
792
+4
1659
$40.4K ﹤0.01%
2,025
+144
1660
$40.4K ﹤0.01%
681
+4
1661
$40.4K ﹤0.01%
1,102
1662
$40.3K ﹤0.01%
1,046
+41
1663
$40.2K ﹤0.01%
1,944
-44
1664
$40.2K ﹤0.01%
1,258
+232
1665
$39.8K ﹤0.01%
218
1666
$39.7K ﹤0.01%
+2,005
1667
$39.7K ﹤0.01%
878
+110
1668
$39.6K ﹤0.01%
31
+1
1669
$39.6K ﹤0.01%
235
1670
$39.6K ﹤0.01%
2,034
+9
1671
$39.4K ﹤0.01%
950
1672
$39.3K ﹤0.01%
1,263
-130
1673
$39.2K ﹤0.01%
+456
1674
$39.1K ﹤0.01%
274
+188
1675
$39K ﹤0.01%
1,137
+1
65 66
67
68 69