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
251
$2.21M 0.07%
8,178
+129
252
$2.21M 0.07%
17,636
-4,542
253
$2.2M 0.07%
8,906
+309
254
$2.19M 0.07%
19,290
-1,154
255
$2.19M 0.07%
71,137
+9,243
256
$2.16M 0.07%
185,711
-652
257
$2.15M 0.06%
56,448
+24,653
258
$2.14M 0.06%
3,457
-87
259
$2.14M 0.06%
75,253
+47,868
260
$2.13M 0.06%
10,633
-1,052
261
$2.11M 0.06%
21,978
+1,012
262
$2.11M 0.06%
73,033
-254
263
$2.1M 0.06%
22,988
+72
264
$2.09M 0.06%
+20,819
265
$2.05M 0.06%
30,601
266
$2.05M 0.06%
99,780
+6,366
267
$2.04M 0.06%
18,079
+12,628
268
$2.03M 0.06%
29,790
+2,518
269
$2M 0.06%
69,481
+17,736
270
$1.98M 0.06%
43,207
-4,438
271
$1.98M 0.06%
83,558
+544
272
$1.98M 0.06%
58,038
+41,939
273
$1.97M 0.06%
158,443
+2,081
274
$1.97M 0.06%
9,491
-43
275
$1.97M 0.06%
9,788
-215
9 10
11
12 13