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
1676
$38.6K ﹤0.01%
1,352
1677
$38.6K ﹤0.01%
248
+23
1678
$38.5K ﹤0.01%
1,800
1679
$38.5K ﹤0.01%
6,202
+54
1680
$38.5K ﹤0.01%
708
-209
1681
$38.4K ﹤0.01%
296
+123
1682
$38.3K ﹤0.01%
492
1683
$38.3K ﹤0.01%
1,711
+86
1684
$38.1K ﹤0.01%
903
-505
1685
$38.1K ﹤0.01%
510
1686
$38K ﹤0.01%
153
-4
1687
$38K ﹤0.01%
3,661
1688
$37.7K ﹤0.01%
6,616
1689
$37.5K ﹤0.01%
852
+96
1690
$37.5K ﹤0.01%
762
1691
$37.3K ﹤0.01%
890
-483
1692
$37.3K ﹤0.01%
365
-26
1693
$37.2K ﹤0.01%
782
+95
1694
$37.2K ﹤0.01%
1,420
1695
$37.1K ﹤0.01%
210
+13
1696
$37.1K ﹤0.01%
743
1697
$37K ﹤0.01%
1,363
1698
$36.9K ﹤0.01%
2,502
-139
1699
$36.9K ﹤0.01%
250
-100
1700
$36.7K ﹤0.01%
1,167
66 67
68
69 70