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
2051
$16.4K ﹤0.01%
163
2052
$16.3K ﹤0.01%
174
-85
2053
$16.3K ﹤0.01%
596
2054
$16.3K ﹤0.01%
497
2055
$16.2K ﹤0.01%
+326
2056
$16.2K ﹤0.01%
770
2057
$16.2K ﹤0.01%
109
+25
2058
$16.1K ﹤0.01%
981
-55
2059
$16.1K ﹤0.01%
229
-120
2060
$16.1K ﹤0.01%
504
2061
$16K ﹤0.01%
+300
2062
$16K ﹤0.01%
354
-16
2063
$15.9K ﹤0.01%
640
2064
$15.9K ﹤0.01%
206
-26
2065
$15.8K ﹤0.01%
823
+14
2066
$15.8K ﹤0.01%
+350
2067
$15.7K ﹤0.01%
641
2068
$15.7K ﹤0.01%
2,061
+1
2069
$15.6K ﹤0.01%
382
-81
2070
$15.5K ﹤0.01%
701
2071
$15.5K ﹤0.01%
182
2072
$15.4K ﹤0.01%
500
2073
$15.4K ﹤0.01%
110
-4
2074
$15.4K ﹤0.01%
783
2075
$15.3K ﹤0.01%
140
81 82
83
84 85