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
1726
$34.6K ﹤0.01%
208
1727
$34.5K ﹤0.01%
1,314
1728
$34.4K ﹤0.01%
549
-124
1729
$34K ﹤0.01%
452
1730
$33.9K ﹤0.01%
521
1731
$33.9K ﹤0.01%
829
1732
$33.8K ﹤0.01%
2,065
1733
$33.7K ﹤0.01%
1,404
+364
1734
$33.7K ﹤0.01%
+1,073
1735
$33.6K ﹤0.01%
1,156
-46
1736
$33.6K ﹤0.01%
1,176
1737
$33.5K ﹤0.01%
253
-119
1738
$33.4K ﹤0.01%
+646
1739
$33.2K ﹤0.01%
1,460
-2,814
1740
$33.1K ﹤0.01%
337
+10
1741
$33.1K ﹤0.01%
1,356
+66
1742
$32.9K ﹤0.01%
880
+3
1743
$32.7K ﹤0.01%
499
-11
1744
$32.6K ﹤0.01%
2,918
-560
1745
$32.6K ﹤0.01%
+767
1746
$32.5K ﹤0.01%
1,676
-127
1747
$32.3K ﹤0.01%
527
1748
$32.3K ﹤0.01%
108
+14
1749
$32.1K ﹤0.01%
582
1750
$31.9K ﹤0.01%
1,500
68 69
70
71 72