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
1801
$28.4K ﹤0.01%
132
1802
$28.4K ﹤0.01%
15,630
+51
1803
$28.4K ﹤0.01%
1,270
1804
$28.4K ﹤0.01%
1,132
1805
$28.3K ﹤0.01%
+930
1806
$28.2K ﹤0.01%
557
+100
1807
$28.1K ﹤0.01%
5,702
-520
1808
$28.1K ﹤0.01%
1,291
1809
$28K ﹤0.01%
199
-26
1810
$27.9K ﹤0.01%
1,196
1811
$27.9K ﹤0.01%
1,121
1812
$27.8K ﹤0.01%
599
+11
1813
$27.7K ﹤0.01%
384
1814
$27.7K ﹤0.01%
1,450
1815
$27.6K ﹤0.01%
1,662
-5
1816
$27.3K ﹤0.01%
700
1817
$27.2K ﹤0.01%
177
+74
1818
$27.2K ﹤0.01%
211
-64
1819
$27.2K ﹤0.01%
323
-16
1820
$27.1K ﹤0.01%
250
1821
$27.1K ﹤0.01%
607
+447
1822
$27.1K ﹤0.01%
2,781
-235
1823
$27.1K ﹤0.01%
2,557
1824
$27K ﹤0.01%
752
+39
1825
$27K ﹤0.01%
800
71 72
73
74 75