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
2401
$6.95K ﹤0.01%
71
2402
$6.95K ﹤0.01%
639
+17
2403
$6.94K ﹤0.01%
280
2404
$6.91K ﹤0.01%
63
-161
2405
$6.9K ﹤0.01%
500
2406
$6.88K ﹤0.01%
33
-5
2407
$6.84K ﹤0.01%
128
2408
$6.82K ﹤0.01%
+41
2409
$6.75K ﹤0.01%
25
2410
$6.71K ﹤0.01%
340
2411
$6.71K ﹤0.01%
47
2412
$6.68K ﹤0.01%
65
2413
$6.67K ﹤0.01%
216
-81
2414
$6.64K ﹤0.01%
500
-65
2415
$6.64K ﹤0.01%
87
2416
$6.59K ﹤0.01%
175
+84
2417
$6.58K ﹤0.01%
+132
2418
$6.55K ﹤0.01%
329
2419
$6.5K ﹤0.01%
1,322
-148
2420
$6.46K ﹤0.01%
1,053
2421
$6.45K ﹤0.01%
+300
2422
$6.41K ﹤0.01%
+300
2423
$6.38K ﹤0.01%
127
+7
2424
$6.36K ﹤0.01%
104
-400
2425
$6.35K ﹤0.01%
71
+41
95 96
97
98 99