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
2101
$14.7K ﹤0.01%
408
-148
2102
$14.6K ﹤0.01%
490
2103
$14.6K ﹤0.01%
2,643
+58
2104
$14.6K ﹤0.01%
1,990
2105
$14.5K ﹤0.01%
406
-113
2106
$14.5K ﹤0.01%
345
2107
$14.5K ﹤0.01%
308
+48
2108
$14.5K ﹤0.01%
152
+2
2109
$14.4K ﹤0.01%
1,408
2110
$14.4K ﹤0.01%
81
+49
2111
$14.4K ﹤0.01%
633
2112
$14.3K ﹤0.01%
739
-89
2113
$14.3K ﹤0.01%
1,016
2114
$14.3K ﹤0.01%
153
2115
$14.3K ﹤0.01%
462
2116
$14.3K ﹤0.01%
494
-149
2117
$14.2K ﹤0.01%
446
2118
$14.2K ﹤0.01%
382
+16
2119
$14.2K ﹤0.01%
350
2120
$14.2K ﹤0.01%
43
+11
2121
$14.1K ﹤0.01%
441
2122
$14.1K ﹤0.01%
263
-381
2123
$14.1K ﹤0.01%
808
+20
2124
$14.1K ﹤0.01%
354
-11
2125
$14.1K ﹤0.01%
72
-100
83 84
85
86 87