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
2351
$7.99K ﹤0.01%
1,150
+25
2352
$7.98K ﹤0.01%
1,498
+14
2353
$7.96K ﹤0.01%
229
-3,493
2354
$7.96K ﹤0.01%
240
2355
$7.95K ﹤0.01%
122
-10
2356
$7.92K ﹤0.01%
1,005
2357
$7.89K ﹤0.01%
202
2358
$7.85K ﹤0.01%
160
-300
2359
$7.84K ﹤0.01%
300
-124
2360
$7.83K ﹤0.01%
310
2361
$7.79K ﹤0.01%
243
-614
2362
$7.79K ﹤0.01%
63
+41
2363
$7.78K ﹤0.01%
433
2364
$7.78K ﹤0.01%
174
2365
$7.77K ﹤0.01%
251
2366
$7.75K ﹤0.01%
500
2367
$7.75K ﹤0.01%
165
2368
$7.75K ﹤0.01%
125
2369
$7.73K ﹤0.01%
571
2370
$7.62K ﹤0.01%
3,173
+88
2371
$7.62K ﹤0.01%
9,800
2372
$7.44K ﹤0.01%
+200
2373
$7.4K ﹤0.01%
3,441
+150
2374
$7.38K ﹤0.01%
91
2375
$7.37K ﹤0.01%
600
-1,100
93 94
95
96 97