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
2676
$4.24K ﹤0.01%
932
+250
2677
$4.24K ﹤0.01%
300
2678
$4.24K ﹤0.01%
332
2679
$4.23K ﹤0.01%
506
2680
$4.2K ﹤0.01%
107
2681
$4.2K ﹤0.01%
83
-44
2682
$4.19K ﹤0.01%
250
-12
2683
$4.19K ﹤0.01%
97
2684
$4.18K ﹤0.01%
800
2685
$4.16K ﹤0.01%
85
2686
$4.16K ﹤0.01%
1,165
2687
$4.14K ﹤0.01%
125
2688
$4.14K ﹤0.01%
9
-3
2689
$4.11K ﹤0.01%
44
2690
$4.11K ﹤0.01%
+563
2691
$4.1K ﹤0.01%
1,317
2692
$4.08K ﹤0.01%
28
-2
2693
$4.07K ﹤0.01%
160
2694
$4.06K ﹤0.01%
177
-21
2695
$4.06K ﹤0.01%
56
-2
2696
$4.05K ﹤0.01%
124
+119
2697
$4.04K ﹤0.01%
500
+200
2698
$4.04K ﹤0.01%
100
2699
$3.99K ﹤0.01%
853
+75
2700
$3.98K ﹤0.01%
75
106 107
108
109 110