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
2851
$2.56K ﹤0.01%
144
2852
$2.55K ﹤0.01%
30
2853
$2.54K ﹤0.01%
40
2854
$2.53K ﹤0.01%
140
-28
2855
$2.52K ﹤0.01%
78
2856
$2.51K ﹤0.01%
100
2857
$2.5K ﹤0.01%
455
2858
$2.5K ﹤0.01%
52
2859
$2.5K ﹤0.01%
65
-73
2860
$2.5K ﹤0.01%
13
-1
2861
$2.49K ﹤0.01%
15
+7
2862
$2.49K ﹤0.01%
1,000
2863
$2.48K ﹤0.01%
196
2864
$2.48K ﹤0.01%
100
2865
$2.46K ﹤0.01%
+101
2866
$2.46K ﹤0.01%
300
2867
$2.45K ﹤0.01%
160
2868
$2.45K ﹤0.01%
55
2869
$2.44K ﹤0.01%
+30
2870
$2.42K ﹤0.01%
67
2871
$2.42K ﹤0.01%
300
2872
$2.42K ﹤0.01%
+80
2873
$2.42K ﹤0.01%
50
2874
$2.39K ﹤0.01%
9
+3
2875
$2.37K ﹤0.01%
22
+8
113 114
115
116 117