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
2526
$6.6K ﹤0.01%
55
+8
2527
$6.59K ﹤0.01%
+1,000
2528
$6.59K ﹤0.01%
36
2529
$6.53K ﹤0.01%
175
2530
$6.52K ﹤0.01%
95
2531
$6.52K ﹤0.01%
236
2532
$6.5K ﹤0.01%
27
2533
$6.49K ﹤0.01%
550
2534
$6.48K ﹤0.01%
250
2535
$6.48K ﹤0.01%
232
-78
2536
$6.46K ﹤0.01%
43
-40
2537
$6.43K ﹤0.01%
178
+17
2538
$6.43K ﹤0.01%
40
2539
$6.43K ﹤0.01%
37
-25
2540
$6.42K ﹤0.01%
201
-1
2541
$6.37K ﹤0.01%
51
2542
$6.36K ﹤0.01%
126
-263
2543
$6.35K ﹤0.01%
+215
2544
$6.32K ﹤0.01%
80
+3
2545
$6.29K ﹤0.01%
5,378
+6
2546
$6.28K ﹤0.01%
340
2547
$6.28K ﹤0.01%
+248
2548
$6.27K ﹤0.01%
182
2549
$6.24K ﹤0.01%
94
+50
2550
$6.22K ﹤0.01%
176
100 101
102
103 104