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
2801
$2.98K ﹤0.01%
40
+19
2802
$2.98K ﹤0.01%
276
2803
$2.97K ﹤0.01%
125
2804
$2.96K ﹤0.01%
29
2805
$2.92K ﹤0.01%
96
-36
2806
$2.92K ﹤0.01%
114
2807
$2.92K ﹤0.01%
16
2808
$2.91K ﹤0.01%
604
-124
2809
$2.91K ﹤0.01%
300
2810
$2.91K ﹤0.01%
73
+25
2811
$2.91K ﹤0.01%
105
2812
$2.91K ﹤0.01%
150
-200
2813
$2.89K ﹤0.01%
16
+6
2814
$2.87K ﹤0.01%
56
2815
$2.85K ﹤0.01%
+53
2816
$2.83K ﹤0.01%
65
+26
2817
$2.83K ﹤0.01%
32
+3
2818
$2.81K ﹤0.01%
9
-3
2819
$2.78K ﹤0.01%
167
2820
$2.78K ﹤0.01%
+127
2821
$2.77K ﹤0.01%
17
+1
2822
$2.75K ﹤0.01%
138
+37
2823
$2.74K ﹤0.01%
70
2824
$2.73K ﹤0.01%
44
-4
2825
$2.71K ﹤0.01%
28
-75
111 112
113
114 115