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
1776
$30.3K ﹤0.01%
400
1777
$30.3K ﹤0.01%
1,363
1778
$30.2K ﹤0.01%
156
1779
$30.2K ﹤0.01%
812
-70
1780
$29.7K ﹤0.01%
128
1781
$29.6K ﹤0.01%
750
1782
$29.6K ﹤0.01%
1,078
1783
$29.6K ﹤0.01%
1,333
1784
$29.4K ﹤0.01%
1,179
-369
1785
$29.3K ﹤0.01%
4,166
1786
$29.3K ﹤0.01%
914
-94
1787
$29.1K ﹤0.01%
912
-239
1788
$29.1K ﹤0.01%
600
1789
$29.1K ﹤0.01%
210
+6
1790
$29K ﹤0.01%
1,024
1791
$29K ﹤0.01%
+1,166
1792
$29K ﹤0.01%
183
+6
1793
$28.9K ﹤0.01%
17,200
-50
1794
$28.9K ﹤0.01%
160
-916
1795
$28.7K ﹤0.01%
1,000
1796
$28.6K ﹤0.01%
1,454
-16
1797
$28.6K ﹤0.01%
468
+37
1798
$28.6K ﹤0.01%
2,941
+956
1799
$28.5K ﹤0.01%
529
+400
1800
$28.5K ﹤0.01%
644
+101
70 71
72
73 74