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
2151
$13K ﹤0.01%
124
-293
2152
$13K ﹤0.01%
8,600
2153
$12.9K ﹤0.01%
260
2154
$12.9K ﹤0.01%
1,000
2155
$12.8K ﹤0.01%
29
2156
$12.6K ﹤0.01%
81
-4
2157
$12.6K ﹤0.01%
94
2158
$12.6K ﹤0.01%
31
+3
2159
$12.5K ﹤0.01%
850
2160
$12.5K ﹤0.01%
+252
2161
$12.5K ﹤0.01%
451
2162
$12.3K ﹤0.01%
262
2163
$12.3K ﹤0.01%
422
2164
$12.3K ﹤0.01%
422
2165
$12.3K ﹤0.01%
113
+43
2166
$12.3K ﹤0.01%
+400
2167
$12.2K ﹤0.01%
236
+36
2168
$12.2K ﹤0.01%
170
-200
2169
$12.2K ﹤0.01%
286
+6
2170
$12.1K ﹤0.01%
72
2171
$12.1K ﹤0.01%
638
+6
2172
$12K ﹤0.01%
185
2173
$12K ﹤0.01%
89
2174
$12K ﹤0.01%
449
+311
2175
$12K ﹤0.01%
83
85 86
87
88 89