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
2276
$9.64K ﹤0.01%
2,000
2277
$9.64K ﹤0.01%
195
2278
$9.64K ﹤0.01%
200
2279
$9.62K ﹤0.01%
352
2280
$9.61K ﹤0.01%
123
2281
$9.6K ﹤0.01%
310
-280
2282
$9.59K ﹤0.01%
84
-2
2283
$9.56K ﹤0.01%
33
+4
2284
$9.53K ﹤0.01%
98
2285
$9.48K ﹤0.01%
+278
2286
$9.46K ﹤0.01%
577
+521
2287
$9.44K ﹤0.01%
397
2288
$9.37K ﹤0.01%
90
2289
$9.36K ﹤0.01%
+725
2290
$9.32K ﹤0.01%
112
+27
2291
$9.29K ﹤0.01%
360
+140
2292
$9.28K ﹤0.01%
46
+9
2293
$9.28K ﹤0.01%
356
+1
2294
$9.22K ﹤0.01%
17
2295
$9.22K ﹤0.01%
31
-1
2296
$9.2K ﹤0.01%
1,000
2297
$9.16K ﹤0.01%
362
+2
2298
$9.15K ﹤0.01%
+363
2299
$9.1K ﹤0.01%
350
2300
$9.08K ﹤0.01%
280
90 91
92
93 94