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
2426
$6.34K ﹤0.01%
50
2427
$6.34K ﹤0.01%
125
-37
2428
$6.29K ﹤0.01%
236
2429
$6.28K ﹤0.01%
1,484
2430
$6.24K ﹤0.01%
45
-2
2431
$6.21K ﹤0.01%
100
2432
$6.18K ﹤0.01%
115
2433
$6.14K ﹤0.01%
740
2434
$6.13K ﹤0.01%
137
+76
2435
$6.12K ﹤0.01%
124
2436
$6.12K ﹤0.01%
252
-246
2437
$6.11K ﹤0.01%
550
2438
$6.1K ﹤0.01%
92
-30
2439
$6.1K ﹤0.01%
446
2440
$6.05K ﹤0.01%
100
2441
$6.04K ﹤0.01%
40
2442
$6.03K ﹤0.01%
175
2443
$6K ﹤0.01%
193
2444
$5.96K ﹤0.01%
378
+9
2445
$5.96K ﹤0.01%
577
-314
2446
$5.96K ﹤0.01%
112
2447
$5.96K ﹤0.01%
188
2448
$5.95K ﹤0.01%
151
+1
2449
$5.93K ﹤0.01%
42
+6
2450
$5.89K ﹤0.01%
207
96 97
98
99 100