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
2026
$17.4K ﹤0.01%
54
-14
2027
$17.4K ﹤0.01%
385
+282
2028
$17.3K ﹤0.01%
1,249
2029
$17.3K ﹤0.01%
680
2030
$17.3K ﹤0.01%
134
2031
$17.3K ﹤0.01%
485
-79
2032
$17.2K ﹤0.01%
426
2033
$17.2K ﹤0.01%
56
+8
2034
$17.2K ﹤0.01%
+120
2035
$17.2K ﹤0.01%
242
-6
2036
$17.1K ﹤0.01%
565
2037
$17.1K ﹤0.01%
722
+7
2038
$17.1K ﹤0.01%
230
-680
2039
$17K ﹤0.01%
1,448
-499
2040
$16.9K ﹤0.01%
109
-82
2041
$16.9K ﹤0.01%
2,642
-5
2042
$16.8K ﹤0.01%
500
2043
$16.8K ﹤0.01%
422
-29
2044
$16.7K ﹤0.01%
117
+1
2045
$16.6K ﹤0.01%
234
2046
$16.6K ﹤0.01%
284
+138
2047
$16.6K ﹤0.01%
187
-54
2048
$16.6K ﹤0.01%
297
-16
2049
$16.6K ﹤0.01%
629
2050
$16.6K ﹤0.01%
1,867
-171
80 81
82
83 84