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
2176
$12K ﹤0.01%
96
+15
2177
$11.9K ﹤0.01%
590
-172
2178
$11.9K ﹤0.01%
500
2179
$11.9K ﹤0.01%
914
-364
2180
$11.8K ﹤0.01%
66
-34
2181
$11.8K ﹤0.01%
388
2182
$11.8K ﹤0.01%
290
-100
2183
$11.8K ﹤0.01%
400
2184
$11.8K ﹤0.01%
48
+18
2185
$11.7K ﹤0.01%
344
-5
2186
$11.7K ﹤0.01%
1,907
2187
$11.7K ﹤0.01%
4,507
+1,424
2188
$11.6K ﹤0.01%
+500
2189
$11.6K ﹤0.01%
1,116
-50
2190
$11.6K ﹤0.01%
39
2191
$11.6K ﹤0.01%
1,000
2192
$11.5K ﹤0.01%
170
2193
$11.5K ﹤0.01%
238
+32
2194
$11.4K ﹤0.01%
538
2195
$11.4K ﹤0.01%
6,100
2196
$11.4K ﹤0.01%
298
-4
2197
$11.4K ﹤0.01%
142
+65
2198
$11.3K ﹤0.01%
42
-7
2199
$11.3K ﹤0.01%
376
-45
2200
$11.3K ﹤0.01%
+200
86 87
88
89 90