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
2826
$2.71K ﹤0.01%
125
2827
$2.71K ﹤0.01%
116
2828
$2.67K ﹤0.01%
+54
2829
$2.67K ﹤0.01%
85
2830
$2.66K ﹤0.01%
300
2831
$2.66K ﹤0.01%
69
2832
$2.64K ﹤0.01%
56
2833
$2.64K ﹤0.01%
49
2834
$2.64K ﹤0.01%
157
-13,152
2835
$2.63K ﹤0.01%
+107
2836
$2.62K ﹤0.01%
1,200
-326
2837
$2.62K ﹤0.01%
25
2838
$2.62K ﹤0.01%
132
2839
$2.61K ﹤0.01%
+77
2840
$2.61K ﹤0.01%
700
2841
$2.61K ﹤0.01%
800
2842
$2.6K ﹤0.01%
120
2843
$2.6K ﹤0.01%
1,711
2844
$2.6K ﹤0.01%
67
2845
$2.6K ﹤0.01%
100
2846
$2.6K ﹤0.01%
456
2847
$2.6K ﹤0.01%
+99
2848
$2.57K ﹤0.01%
+100
2849
$2.57K ﹤0.01%
44
2850
$2.56K ﹤0.01%
+110
112 113
114
115 116