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
2301
$9.06K ﹤0.01%
788
2302
$9.05K ﹤0.01%
427
+3
2303
$9K ﹤0.01%
255
2304
$8.91K ﹤0.01%
762
2305
$8.9K ﹤0.01%
190
2306
$8.89K ﹤0.01%
377
2307
$8.88K ﹤0.01%
134
-3
2308
$8.76K ﹤0.01%
265
-739
2309
$8.73K ﹤0.01%
517
-9,680
2310
$8.72K ﹤0.01%
107
2311
$8.7K ﹤0.01%
36
2312
$8.66K ﹤0.01%
646
+100
2313
$8.65K ﹤0.01%
100
-140
2314
$8.63K ﹤0.01%
179
2315
$8.63K ﹤0.01%
105
+1
2316
$8.63K ﹤0.01%
745
2317
$8.6K ﹤0.01%
1,025
2318
$8.55K ﹤0.01%
207
2319
$8.54K ﹤0.01%
231
+17
2320
$8.53K ﹤0.01%
316
2321
$8.52K ﹤0.01%
70
2322
$8.51K ﹤0.01%
556
-39
2323
$8.48K ﹤0.01%
328
2324
$8.48K ﹤0.01%
51
+3
2325
$8.47K ﹤0.01%
2,509
-151
91 92
93
94 95