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
1751
$31.9K ﹤0.01%
874
1752
$31.6K ﹤0.01%
+1,184
1753
$31.5K ﹤0.01%
61
-4
1754
$31.5K ﹤0.01%
1,153
1755
$31.4K ﹤0.01%
152
1756
$31.4K ﹤0.01%
255
-26
1757
$31.3K ﹤0.01%
480
-120
1758
$31.3K ﹤0.01%
421
-200
1759
$31.2K ﹤0.01%
500
-25
1760
$31.2K ﹤0.01%
1,194
-3,600
1761
$31.2K ﹤0.01%
2,025
1762
$31.2K ﹤0.01%
803
+155
1763
$31.1K ﹤0.01%
1,070
+870
1764
$31.1K ﹤0.01%
936
1765
$30.9K ﹤0.01%
1,820
-60
1766
$30.9K ﹤0.01%
1,596
1767
$30.8K ﹤0.01%
638
-1,790
1768
$30.8K ﹤0.01%
746
+11
1769
$30.7K ﹤0.01%
614
-1
1770
$30.6K ﹤0.01%
126
+24
1771
$30.5K ﹤0.01%
310
1772
$30.5K ﹤0.01%
1,130
-64
1773
$30.5K ﹤0.01%
830
-127
1774
$30.4K ﹤0.01%
1,086
-3,999
1775
$30.4K ﹤0.01%
613
69 70
71
72 73