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
2501
$6.99K ﹤0.01%
113
+2
2502
$6.99K ﹤0.01%
280
2503
$6.96K ﹤0.01%
+180
2504
$6.95K ﹤0.01%
65
2505
$6.93K ﹤0.01%
100
2506
$6.92K ﹤0.01%
500
2507
$6.91K ﹤0.01%
+203
2508
$6.89K ﹤0.01%
180
2509
$6.87K ﹤0.01%
138
-333
2510
$6.86K ﹤0.01%
446
2511
$6.83K ﹤0.01%
125
2512
$6.81K ﹤0.01%
+32
2513
$6.79K ﹤0.01%
565
-12
2514
$6.79K ﹤0.01%
45
2515
$6.79K ﹤0.01%
308
2516
$6.79K ﹤0.01%
92
+72
2517
$6.75K ﹤0.01%
60
-17
2518
$6.75K ﹤0.01%
406
+320
2519
$6.71K ﹤0.01%
70
-167
2520
$6.7K ﹤0.01%
445
2521
$6.69K ﹤0.01%
500
2522
$6.68K ﹤0.01%
300
2523
$6.67K ﹤0.01%
1,093
+950
2524
$6.64K ﹤0.01%
233
-335
2525
$6.62K ﹤0.01%
115
99 100
101
102 103