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
1951
$20.1K ﹤0.01%
838
-615
1952
$20K ﹤0.01%
854
1953
$20K ﹤0.01%
617
-403
1954
$20K ﹤0.01%
391
-490
1955
$19.9K ﹤0.01%
620
+158
1956
$19.9K ﹤0.01%
300
-18
1957
$19.9K ﹤0.01%
273
1958
$19.8K ﹤0.01%
1,009
+1
1959
$19.8K ﹤0.01%
463
+354
1960
$19.7K ﹤0.01%
713
+221
1961
$19.5K ﹤0.01%
784
-3
1962
$19.5K ﹤0.01%
104
+38
1963
$19.5K ﹤0.01%
63
+10
1964
$19.4K ﹤0.01%
1,440
+156
1965
$19.4K ﹤0.01%
71
1966
$19.3K ﹤0.01%
421
1967
$19.3K ﹤0.01%
220
-36
1968
$19.3K ﹤0.01%
1,697
-541
1969
$19.3K ﹤0.01%
50
-6
1970
$19.2K ﹤0.01%
550
1971
$19.1K ﹤0.01%
60
+22
1972
$19.1K ﹤0.01%
900
-220
1973
$19.1K ﹤0.01%
473
-72
1974
$19.1K ﹤0.01%
1,250
1975
$19.1K ﹤0.01%
403
77 78
79
80 81