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
1901
$22.6K ﹤0.01%
252
+1
1902
$22.6K ﹤0.01%
304
-39
1903
$22.5K ﹤0.01%
471
1904
$22.5K ﹤0.01%
824
+9
1905
$22.4K ﹤0.01%
302
+35
1906
$22.4K ﹤0.01%
1,500
1907
$22.3K ﹤0.01%
727
1908
$22.3K ﹤0.01%
47
+5
1909
$22.3K ﹤0.01%
90
-13
1910
$22.3K ﹤0.01%
1,225
-150
1911
$22.2K ﹤0.01%
1,445
-153
1912
$22.1K ﹤0.01%
+194
1913
$22.1K ﹤0.01%
381
-9
1914
$22K ﹤0.01%
1,668
+19
1915
$22K ﹤0.01%
209
1916
$22K ﹤0.01%
39
-24
1917
$21.9K ﹤0.01%
330
1918
$21.9K ﹤0.01%
975
1919
$21.8K ﹤0.01%
291
+1
1920
$21.8K ﹤0.01%
786
+616
1921
$21.7K ﹤0.01%
1,500
1922
$21.6K ﹤0.01%
671
+2
1923
$21.6K ﹤0.01%
306
1924
$21.6K ﹤0.01%
102
-17
1925
$21.6K ﹤0.01%
200
75 76
77
78 79