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
1826
$26.9K ﹤0.01%
214
-2
1827
$26.9K ﹤0.01%
1,876
+1,000
1828
$26.9K ﹤0.01%
184
1829
$26.8K ﹤0.01%
537
+247
1830
$26.7K ﹤0.01%
894
+110
1831
$26.7K ﹤0.01%
1,176
+17
1832
$26.7K ﹤0.01%
700
1833
$26.6K ﹤0.01%
1,424
1834
$26.5K ﹤0.01%
2,071
1835
$26.4K ﹤0.01%
1,264
1836
$26.3K ﹤0.01%
1,293
-200
1837
$26.3K ﹤0.01%
495
1838
$26.3K ﹤0.01%
2,630
1839
$26.2K ﹤0.01%
982
1840
$26.2K ﹤0.01%
259
+2
1841
$26.1K ﹤0.01%
1,151
+13
1842
$26K ﹤0.01%
895
1843
$26K ﹤0.01%
67
-109
1844
$25.9K ﹤0.01%
1,302
-1,417
1845
$25.8K ﹤0.01%
1,190
1846
$25.8K ﹤0.01%
242
-67
1847
$25.7K ﹤0.01%
504
-32
1848
$25.7K ﹤0.01%
+541
1849
$25.6K ﹤0.01%
217
1850
$25.4K ﹤0.01%
202
-1
72 73
74
75 76