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
1926
$21.5K ﹤0.01%
1,073
+300
1927
$21.3K ﹤0.01%
741
+7
1928
$21.2K ﹤0.01%
237
+17
1929
$21.1K ﹤0.01%
+175
1930
$21K ﹤0.01%
51
-1
1931
$21K ﹤0.01%
1,070
1932
$20.9K ﹤0.01%
1,325
1933
$20.9K ﹤0.01%
420
1934
$20.8K ﹤0.01%
85
1935
$20.8K ﹤0.01%
215
-60
1936
$20.7K ﹤0.01%
445
+27
1937
$20.7K ﹤0.01%
501
1938
$20.7K ﹤0.01%
+731
1939
$20.7K ﹤0.01%
2,355
-1,008
1940
$20.7K ﹤0.01%
806
+70
1941
$20.6K ﹤0.01%
1,590
1942
$20.5K ﹤0.01%
670
1943
$20.5K ﹤0.01%
692
+340
1944
$20.4K ﹤0.01%
135
+15
1945
$20.4K ﹤0.01%
623
+160
1946
$20.2K ﹤0.01%
857
1947
$20.2K ﹤0.01%
37
1948
$20.2K ﹤0.01%
245
+95
1949
$20.1K ﹤0.01%
855
-222
1950
$20.1K ﹤0.01%
579
76 77
78
79 80