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
2726
$3.69K ﹤0.01%
105
2727
$3.67K ﹤0.01%
1,292
2728
$3.67K ﹤0.01%
28
-6
2729
$3.65K ﹤0.01%
178
2730
$3.62K ﹤0.01%
102
2731
$3.62K ﹤0.01%
100
2732
$3.62K ﹤0.01%
85
+15
2733
$3.61K ﹤0.01%
+189
2734
$3.6K ﹤0.01%
1,053
2735
$3.59K ﹤0.01%
41
+12
2736
$3.57K ﹤0.01%
1,160
2737
$3.56K ﹤0.01%
+22
2738
$3.53K ﹤0.01%
50
+1
2739
$3.53K ﹤0.01%
61
2740
$3.52K ﹤0.01%
42
+5
2741
$3.51K ﹤0.01%
180
+60
2742
$3.48K ﹤0.01%
149
2743
$3.48K ﹤0.01%
139
2744
$3.47K ﹤0.01%
182
+100
2745
$3.46K ﹤0.01%
110
+16
2746
$3.46K ﹤0.01%
173
-11
2747
$3.46K ﹤0.01%
26
2748
$3.46K ﹤0.01%
98
+29
2749
$3.45K ﹤0.01%
405
2750
$3.44K ﹤0.01%
133
108 109
110
111 112