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
2626
$4.96K ﹤0.01%
2,708
2627
$4.95K ﹤0.01%
163
2628
$4.95K ﹤0.01%
156
2629
$4.94K ﹤0.01%
150
2630
$4.93K ﹤0.01%
167
2631
$4.88K ﹤0.01%
250
2632
$4.88K ﹤0.01%
300
2633
$4.86K ﹤0.01%
250
2634
$4.85K ﹤0.01%
160
2635
$4.84K ﹤0.01%
+166
2636
$4.83K ﹤0.01%
109
2637
$4.83K ﹤0.01%
166
-16,909
2638
$4.82K ﹤0.01%
700
2639
$4.8K ﹤0.01%
50
2640
$4.78K ﹤0.01%
+75
2641
$4.76K ﹤0.01%
100
2642
$4.75K ﹤0.01%
140
2643
$4.74K ﹤0.01%
835
2644
$4.74K ﹤0.01%
200
-200
2645
$4.73K ﹤0.01%
197
+5
2646
$4.71K ﹤0.01%
300
2647
$4.7K ﹤0.01%
324
2648
$4.69K ﹤0.01%
98
2649
$4.69K ﹤0.01%
300
2650
$4.68K ﹤0.01%
100
104 105
106
107 108