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
2751
$3.44K ﹤0.01%
98
+22
2752
$3.41K ﹤0.01%
50
2753
$3.4K ﹤0.01%
88
+1
2754
$3.4K ﹤0.01%
+250
2755
$3.39K ﹤0.01%
577
2756
$3.39K ﹤0.01%
+1,500
2757
$3.38K ﹤0.01%
+130
2758
$3.37K ﹤0.01%
210
2759
$3.37K ﹤0.01%
94
2760
$3.37K ﹤0.01%
176
-39
2761
$3.35K ﹤0.01%
176
+26
2762
$3.35K ﹤0.01%
+70
2763
$3.33K ﹤0.01%
33
+18
2764
$3.32K ﹤0.01%
92
+90
2765
$3.32K ﹤0.01%
300
2766
$3.31K ﹤0.01%
50
2767
$3.31K ﹤0.01%
62
-75
2768
$3.3K ﹤0.01%
80
2769
$3.29K ﹤0.01%
+44
2770
$3.29K ﹤0.01%
126
2771
$3.26K ﹤0.01%
192
2772
$3.26K ﹤0.01%
76
2773
$3.26K ﹤0.01%
75
2774
$3.24K ﹤0.01%
133
+7
2775
$3.23K ﹤0.01%
28
+9
109 110
111
112 113