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
2451
$5.88K ﹤0.01%
250
2452
$5.88K ﹤0.01%
42
2453
$5.87K ﹤0.01%
117
2454
$5.84K ﹤0.01%
174
2455
$5.81K ﹤0.01%
316
2456
$5.78K ﹤0.01%
248
2457
$5.78K ﹤0.01%
341
-127
2458
$5.76K ﹤0.01%
300
-11
2459
$5.75K ﹤0.01%
77
2460
$5.72K ﹤0.01%
150
2461
$5.69K ﹤0.01%
83
2462
$5.69K ﹤0.01%
290
2463
$5.67K ﹤0.01%
3,274
-600
2464
$5.66K ﹤0.01%
161
+10
2465
$5.63K ﹤0.01%
288
2466
$5.63K ﹤0.01%
51
2467
$5.61K ﹤0.01%
1,669
+876
2468
$5.59K ﹤0.01%
200
2469
$5.59K ﹤0.01%
+464
2470
$5.55K ﹤0.01%
340
2471
$5.53K ﹤0.01%
160
-45
2472
$5.48K ﹤0.01%
+400
2473
$5.47K ﹤0.01%
637
2474
$5.46K ﹤0.01%
45
2475
$5.45K ﹤0.01%
209
+4
97 98
99
100 101