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
176
$3.21M 0.11%
131,089
+17,956
177
$3.2M 0.11%
56,254
+419
178
$3.19M 0.11%
56,497
+1,976
179
$3.18M 0.11%
31,977
-181
180
$3.15M 0.11%
62,831
+5,218
181
$3.14M 0.11%
125,026
-352
182
$3.12M 0.11%
63,575
+1,436
183
$3.09M 0.1%
8,475
+1,514
184
$3.05M 0.1%
60,359
+9,537
185
$3.02M 0.1%
9,646
-1,966
186
$2.99M 0.1%
20,233
+1,435
187
$2.96M 0.1%
127,776
-1,714
188
$2.96M 0.1%
22,405
+258
189
$2.9M 0.1%
121,174
-10,018
190
$2.9M 0.1%
117,843
+37
191
$2.89M 0.1%
109,227
-305,347
192
$2.89M 0.1%
26,177
+3,240
193
$2.85M 0.1%
26,679
-1,283
194
$2.84M 0.1%
36,974
+1,022
195
$2.82M 0.1%
38,875
+2,049
196
$2.73M 0.09%
22,178
+1,726
197
$2.71M 0.09%
36,818
+10,877
198
$2.7M 0.09%
19,561
+919
199
$2.69M 0.09%
26,940
-1,098
200
$2.67M 0.09%
30,558
+29,915
6 7
8
9 10