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
2201
$11.3K ﹤0.01%
393
-3
2202
$11.3K ﹤0.01%
221
-26
2203
$11.3K ﹤0.01%
108
+4
2204
$11.3K ﹤0.01%
1,162
2205
$11.3K ﹤0.01%
+41
2206
$11.2K ﹤0.01%
21
2207
$11.1K ﹤0.01%
450
-10
2208
$11.1K ﹤0.01%
59
+46
2209
$11.1K ﹤0.01%
400
2210
$11.1K ﹤0.01%
86
-77
2211
$11.1K ﹤0.01%
216
-40
2212
$11.1K ﹤0.01%
198
+3
2213
$11.1K ﹤0.01%
151
+2
2214
$11.1K ﹤0.01%
369
-84
2215
$11K ﹤0.01%
180
2216
$11K ﹤0.01%
44
-32
2217
$11K ﹤0.01%
287
+1
2218
$11K ﹤0.01%
+221
2219
$10.9K ﹤0.01%
239
+11
2220
$10.9K ﹤0.01%
440
2221
$10.9K ﹤0.01%
296
2222
$10.9K ﹤0.01%
250
+2
2223
$10.8K ﹤0.01%
270
2224
$10.8K ﹤0.01%
200
2225
$10.8K ﹤0.01%
179
-161
87 88
89
90 91