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
1876
$23.7K ﹤0.01%
414
-66
1877
$23.7K ﹤0.01%
8
+6
1878
$23.7K ﹤0.01%
437
+115
1879
$23.6K ﹤0.01%
209
1880
$23.6K ﹤0.01%
471
1881
$23.5K ﹤0.01%
600
1882
$23.5K ﹤0.01%
2,000
1883
$23.5K ﹤0.01%
450
1884
$23.5K ﹤0.01%
1,087
-1,900
1885
$23.4K ﹤0.01%
400
1886
$23.1K ﹤0.01%
253
+53
1887
$23.1K ﹤0.01%
260
+100
1888
$23K ﹤0.01%
901
1889
$23K ﹤0.01%
135
-41
1890
$22.9K ﹤0.01%
240
-21
1891
$22.9K ﹤0.01%
380
1892
$22.9K ﹤0.01%
604
1893
$22.8K ﹤0.01%
521
1894
$22.8K ﹤0.01%
480
+16
1895
$22.8K ﹤0.01%
836
1896
$22.8K ﹤0.01%
320
-10
1897
$22.7K ﹤0.01%
1,000
1898
$22.7K ﹤0.01%
1,753
-285
1899
$22.7K ﹤0.01%
1,732
1900
$22.6K ﹤0.01%
1,625
74 75
76
77 78