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
2576
$5.83K ﹤0.01%
2,047
+378
2577
$5.83K ﹤0.01%
+172
2578
$5.75K ﹤0.01%
822
+26
2579
$5.72K ﹤0.01%
184
-126
2580
$5.71K ﹤0.01%
106
2581
$5.7K ﹤0.01%
81
2582
$5.68K ﹤0.01%
130
2583
$5.67K ﹤0.01%
44
2584
$5.63K ﹤0.01%
60
2585
$5.59K ﹤0.01%
43
2586
$5.59K ﹤0.01%
1,118
2587
$5.59K ﹤0.01%
147
-350
2588
$5.58K ﹤0.01%
40
2589
$5.55K ﹤0.01%
+586
2590
$5.54K ﹤0.01%
400
2591
$5.51K ﹤0.01%
132
-250
2592
$5.5K ﹤0.01%
300
2593
$5.46K ﹤0.01%
+39
2594
$5.45K ﹤0.01%
767
+93
2595
$5.42K ﹤0.01%
+98
2596
$5.42K ﹤0.01%
80
2597
$5.4K ﹤0.01%
+130
2598
$5.32K ﹤0.01%
446
2599
$5.32K ﹤0.01%
491
+85
2600
$5.29K ﹤0.01%
61
102 103
104
105 106