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
$3.32B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,518
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$14.3M
3
+$12.6M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$12M
5
BND icon
Vanguard Total Bond Market
BND
+$11M

Top Sells

1
+$42.6M
2
+$8.67M
3
+$4.21M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.04M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.65M

Sector Composition

1 Technology 5.16%
2 Consumer Staples 2.3%
3 Financials 2.23%
4 Consumer Discretionary 1.88%
5 Industrials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$7.53K ﹤0.01%
200
2477
$7.49K ﹤0.01%
25
2478
$7.45K ﹤0.01%
106
+6
2479
$7.43K ﹤0.01%
9,800
2480
$7.4K ﹤0.01%
90
-15
2481
$7.34K ﹤0.01%
500
+200
2482
$7.33K ﹤0.01%
147
+45
2483
$7.33K ﹤0.01%
319
+122
2484
$7.33K ﹤0.01%
3,441
2485
$7.28K ﹤0.01%
47
+5
2486
$7.27K ﹤0.01%
131
-288
2487
$7.26K ﹤0.01%
193
2488
$7.26K ﹤0.01%
103
+44
2489
$7.22K ﹤0.01%
136
2490
$7.16K ﹤0.01%
50
2491
$7.15K ﹤0.01%
206
+13
2492
$7.14K ﹤0.01%
275
+200
2493
$7.1K ﹤0.01%
58
-5
2494
$7.1K ﹤0.01%
+276
2495
$7.04K ﹤0.01%
82
-1
2496
$7.04K ﹤0.01%
+1,027
2497
$7.03K ﹤0.01%
+575
2498
$7.02K ﹤0.01%
321
+5
2499
$7K ﹤0.01%
87
2500
$6.99K ﹤0.01%
566
+14
98 99
100
101 102