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
2601
$5.28K ﹤0.01%
100
2602
$5.28K ﹤0.01%
253
2603
$5.27K ﹤0.01%
289
-17
2604
$5.26K ﹤0.01%
528
2605
$5.26K ﹤0.01%
187
-182
2606
$5.25K ﹤0.01%
150
2607
$5.25K ﹤0.01%
+1,000
2608
$5.24K ﹤0.01%
100
2609
$5.23K ﹤0.01%
19
2610
$5.22K ﹤0.01%
+78
2611
$5.21K ﹤0.01%
637
2612
$5.2K ﹤0.01%
297
-44
2613
$5.19K ﹤0.01%
3,000
2614
$5.18K ﹤0.01%
1,920
2615
$5.18K ﹤0.01%
467
-4,125
2616
$5.18K ﹤0.01%
105
+81
2617
$5.12K ﹤0.01%
113
2618
$5.1K ﹤0.01%
290
2619
$5.07K ﹤0.01%
10
2620
$5.04K ﹤0.01%
161
2621
$5.03K ﹤0.01%
+448
2622
$5.02K ﹤0.01%
128
+6
2623
$5.01K ﹤0.01%
579
-71
2624
$4.99K ﹤0.01%
284
+1
2625
$4.96K ﹤0.01%
138
+2
103 104
105
106 107