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
2551
$6.2K ﹤0.01%
1,484
2552
$6.18K ﹤0.01%
124
2553
$6.17K ﹤0.01%
63
-8
2554
$6.16K ﹤0.01%
150
2555
$6.12K ﹤0.01%
207
2556
$6.1K ﹤0.01%
81
-11
2557
$6.07K ﹤0.01%
2,002
+1,000
2558
$6.06K ﹤0.01%
+71
2559
$6.05K ﹤0.01%
290
2560
$6K ﹤0.01%
340
2561
$6K ﹤0.01%
4
-2
2562
$5.98K ﹤0.01%
+150
2563
$5.97K ﹤0.01%
200
2564
$5.96K ﹤0.01%
42
2565
$5.96K ﹤0.01%
162
2566
$5.93K ﹤0.01%
354
2567
$5.91K ﹤0.01%
300
2568
$5.9K ﹤0.01%
120
-70
2569
$5.89K ﹤0.01%
117
2570
$5.87K ﹤0.01%
724
2571
$5.86K ﹤0.01%
288
2572
$5.86K ﹤0.01%
+126
2573
$5.85K ﹤0.01%
92
+16
2574
$5.84K ﹤0.01%
95
+11
2575
$5.84K ﹤0.01%
22
+2
101 102
103
104 105