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
2226
$10.8K ﹤0.01%
662
-225
2227
$10.8K ﹤0.01%
44
2228
$10.7K ﹤0.01%
225
2229
$10.7K ﹤0.01%
124
+1
2230
$10.7K ﹤0.01%
58
+1
2231
$10.7K ﹤0.01%
13
+4
2232
$10.7K ﹤0.01%
218
-28
2233
$10.7K ﹤0.01%
436
2234
$10.7K ﹤0.01%
62
-11
2235
$10.6K ﹤0.01%
361
+35
2236
$10.6K ﹤0.01%
245
2237
$10.6K ﹤0.01%
232
+4
2238
$10.6K ﹤0.01%
377
-70
2239
$10.6K ﹤0.01%
141
+66
2240
$10.6K ﹤0.01%
1,000
2241
$10.6K ﹤0.01%
37
2242
$10.5K ﹤0.01%
55
+17
2243
$10.5K ﹤0.01%
155
2244
$10.5K ﹤0.01%
183
-302
2245
$10.5K ﹤0.01%
215
-222
2246
$10.5K ﹤0.01%
965
-55
2247
$10.4K ﹤0.01%
77
+56
2248
$10.4K ﹤0.01%
307
+282
2249
$10.3K ﹤0.01%
50
+20
2250
$10.3K ﹤0.01%
103
+18
88 89
90
91 92