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
2776
$3.22K ﹤0.01%
230
2777
$3.22K ﹤0.01%
994
2778
$3.22K ﹤0.01%
1,341
2779
$3.21K ﹤0.01%
63
2780
$3.2K ﹤0.01%
101
-122
2781
$3.19K ﹤0.01%
125
2782
$3.19K ﹤0.01%
132
+72
2783
$3.18K ﹤0.01%
2,000
2784
$3.17K ﹤0.01%
48
2785
$3.17K ﹤0.01%
64
+1
2786
$3.15K ﹤0.01%
133
2787
$3.15K ﹤0.01%
30
2788
$3.14K ﹤0.01%
2
2789
$3.13K ﹤0.01%
65
-35
2790
$3.12K ﹤0.01%
177
-109
2791
$3.1K ﹤0.01%
100
2792
$3.07K ﹤0.01%
+200
2793
$3.06K ﹤0.01%
981
+159
2794
$3.04K ﹤0.01%
16
+6
2795
$3.03K ﹤0.01%
111
2796
$3.02K ﹤0.01%
13
-5
2797
$3.02K ﹤0.01%
60
2798
$3.02K ﹤0.01%
296
2799
$3.01K ﹤0.01%
71
2800
$2.99K ﹤0.01%
135
110 111
112
113 114