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
2376
$7.36K ﹤0.01%
100
2377
$7.36K ﹤0.01%
308
+150
2378
$7.34K ﹤0.01%
102
2379
$7.26K ﹤0.01%
277
-7
2380
$7.26K ﹤0.01%
223
-42
2381
$7.25K ﹤0.01%
5,372
2382
$7.25K ﹤0.01%
100
2383
$7.23K ﹤0.01%
1,066
2384
$7.22K ﹤0.01%
+1,165
2385
$7.19K ﹤0.01%
750
2386
$7.17K ﹤0.01%
111
+34
2387
$7.17K ﹤0.01%
3,000
2388
$7.16K ﹤0.01%
445
2389
$7.15K ﹤0.01%
+180
2390
$7.14K ﹤0.01%
+2,777
2391
$7.13K ﹤0.01%
506
2392
$7.12K ﹤0.01%
83
2393
$7.11K ﹤0.01%
664
2394
$7.09K ﹤0.01%
189
2395
$7.06K ﹤0.01%
64
-17
2396
$7.05K ﹤0.01%
261
2397
$7.03K ﹤0.01%
193
2398
$7.02K ﹤0.01%
136
-145
2399
$7.02K ﹤0.01%
164
+62
2400
$6.97K ﹤0.01%
354
+110
94 95
96
97 98