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
2326
$8.46K ﹤0.01%
+110
2327
$8.45K ﹤0.01%
204
2328
$8.41K ﹤0.01%
85
+30
2329
$8.39K ﹤0.01%
6
+2
2330
$8.37K ﹤0.01%
100
-20
2331
$8.35K ﹤0.01%
281
2332
$8.35K ﹤0.01%
242
+4
2333
$8.32K ﹤0.01%
147
2334
$8.3K ﹤0.01%
163
2335
$8.3K ﹤0.01%
1,421
+20
2336
$8.28K ﹤0.01%
1,241
-7,550
2337
$8.24K ﹤0.01%
52
2338
$8.23K ﹤0.01%
100
-155
2339
$8.22K ﹤0.01%
204
+4
2340
$8.21K ﹤0.01%
164
2341
$8.19K ﹤0.01%
837
+24
2342
$8.17K ﹤0.01%
369
-137
2343
$8.17K ﹤0.01%
180
2344
$8.16K ﹤0.01%
106
2345
$8.13K ﹤0.01%
+500
2346
$8.13K ﹤0.01%
401
2347
$8.07K ﹤0.01%
95
2348
$8.05K ﹤0.01%
312
2349
$8.04K ﹤0.01%
1,910
2350
$7.99K ﹤0.01%
109
92 93
94
95 96