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
1701
$36.6K ﹤0.01%
14,250
1702
$36.6K ﹤0.01%
1,760
1703
$36.5K ﹤0.01%
2,671
1704
$36.5K ﹤0.01%
500
1705
$36.5K ﹤0.01%
712
+275
1706
$36.4K ﹤0.01%
1,179
-34
1707
$36.3K ﹤0.01%
982
+239
1708
$36.3K ﹤0.01%
2,204
+43
1709
$36.3K ﹤0.01%
227
+8
1710
$36.3K ﹤0.01%
310
-31
1711
$36.2K ﹤0.01%
887
-32
1712
$36.1K ﹤0.01%
149
+2
1713
$35.9K ﹤0.01%
533
+83
1714
$35.7K ﹤0.01%
939
1715
$35.7K ﹤0.01%
613
1716
$35.6K ﹤0.01%
1,582
+236
1717
$35.3K ﹤0.01%
1,875
1718
$35.2K ﹤0.01%
428
1719
$35.2K ﹤0.01%
279
+8
1720
$34.8K ﹤0.01%
496
-131
1721
$34.7K ﹤0.01%
4,788
1722
$34.7K ﹤0.01%
228
1723
$34.7K ﹤0.01%
715
1724
$34.6K ﹤0.01%
721
1725
$34.6K ﹤0.01%
1,239
+70
67 68
69
70 71