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
1851
$25.4K ﹤0.01%
1,401
+16
1852
$25.2K ﹤0.01%
947
1853
$25.2K ﹤0.01%
+501
1854
$25.1K ﹤0.01%
167
-14
1855
$25K ﹤0.01%
1,051
1856
$25K ﹤0.01%
250
1857
$24.9K ﹤0.01%
1,066
-515
1858
$24.9K ﹤0.01%
556
1859
$24.9K ﹤0.01%
614
+394
1860
$24.9K ﹤0.01%
1,763
1861
$24.8K ﹤0.01%
629
-610
1862
$24.7K ﹤0.01%
419
-104
1863
$24.6K ﹤0.01%
510
+3
1864
$24.5K ﹤0.01%
167
-65
1865
$24.4K ﹤0.01%
1,019
1866
$24.3K ﹤0.01%
222
1867
$24.1K ﹤0.01%
949
+4
1868
$24K ﹤0.01%
172
-17
1869
$24K ﹤0.01%
218
1870
$24K ﹤0.01%
634
-174
1871
$23.9K ﹤0.01%
239
+35
1872
$23.9K ﹤0.01%
988
1873
$23.8K ﹤0.01%
302
+68
1874
$23.8K ﹤0.01%
+700
1875
$23.7K ﹤0.01%
1,110
73 74
75
76 77