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
2701
$3.97K ﹤0.01%
50
2702
$3.96K ﹤0.01%
19
2703
$3.96K ﹤0.01%
311
2704
$3.96K ﹤0.01%
131
2705
$3.95K ﹤0.01%
170
2706
$3.95K ﹤0.01%
+89
2707
$3.94K ﹤0.01%
280
2708
$3.93K ﹤0.01%
112
2709
$3.93K ﹤0.01%
97
-16
2710
$3.92K ﹤0.01%
1,042
2711
$3.92K ﹤0.01%
+76
2712
$3.88K ﹤0.01%
191
+1
2713
$3.87K ﹤0.01%
100
+30
2714
$3.86K ﹤0.01%
18
-2
2715
$3.85K ﹤0.01%
152
-57
2716
$3.83K ﹤0.01%
13
+2
2717
$3.8K ﹤0.01%
62
2718
$3.8K ﹤0.01%
200
2719
$3.79K ﹤0.01%
188
2720
$3.78K ﹤0.01%
66
2721
$3.77K ﹤0.01%
135
2722
$3.76K ﹤0.01%
70
-77
2723
$3.75K ﹤0.01%
34
-10
2724
$3.74K ﹤0.01%
40
-11
2725
$3.72K ﹤0.01%
95
107 108
109
110 111