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
2251
$10.3K ﹤0.01%
425
-13
2252
$10.2K ﹤0.01%
138
-42
2253
$10.2K ﹤0.01%
94
-130
2254
$10.2K ﹤0.01%
367
-126
2255
$10.2K ﹤0.01%
328
2256
$10.2K ﹤0.01%
216
2257
$10.1K ﹤0.01%
116
+36
2258
$10K ﹤0.01%
+400
2259
$9.96K ﹤0.01%
94
2260
$9.92K ﹤0.01%
725
+225
2261
$9.9K ﹤0.01%
57
+13
2262
$9.9K ﹤0.01%
132
2263
$9.9K ﹤0.01%
833
2264
$9.89K ﹤0.01%
1,924
+42
2265
$9.85K ﹤0.01%
322
-540
2266
$9.83K ﹤0.01%
300
-900
2267
$9.8K ﹤0.01%
31
2268
$9.78K ﹤0.01%
98
2269
$9.75K ﹤0.01%
400
2270
$9.72K ﹤0.01%
43
+4
2271
$9.71K ﹤0.01%
150
2272
$9.7K ﹤0.01%
171
2273
$9.69K ﹤0.01%
316
-40
2274
$9.68K ﹤0.01%
60
+36
2275
$9.64K ﹤0.01%
920
89 90
91
92 93