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
2651
$4.68K ﹤0.01%
100
2652
$4.67K ﹤0.01%
571
2653
$4.62K ﹤0.01%
454
+13
2654
$4.62K ﹤0.01%
421
2655
$4.61K ﹤0.01%
107
-16
2656
$4.6K ﹤0.01%
283
+5
2657
$4.57K ﹤0.01%
189
2658
$4.55K ﹤0.01%
264
+16
2659
$4.53K ﹤0.01%
375
2660
$4.51K ﹤0.01%
38
2661
$4.51K ﹤0.01%
100
2662
$4.49K ﹤0.01%
+266
2663
$4.47K ﹤0.01%
144
2664
$4.41K ﹤0.01%
148
-219
2665
$4.4K ﹤0.01%
+28
2666
$4.39K ﹤0.01%
98
2667
$4.37K ﹤0.01%
164
2668
$4.32K ﹤0.01%
160
2669
$4.32K ﹤0.01%
735
+22
2670
$4.32K ﹤0.01%
12
+3
2671
$4.32K ﹤0.01%
89
2672
$4.3K ﹤0.01%
202
2673
$4.28K ﹤0.01%
+130
2674
$4.27K ﹤0.01%
175
+3
2675
$4.26K ﹤0.01%
112
+4
105 106
107
108 109