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
2876
$2.33K ﹤0.01%
+100
2877
$2.32K ﹤0.01%
59
2878
$2.31K ﹤0.01%
150
2879
$2.31K ﹤0.01%
32
2880
$2.3K ﹤0.01%
800
2881
$2.3K ﹤0.01%
371
2882
$2.3K ﹤0.01%
8
2883
$2.27K ﹤0.01%
42
-36
2884
$2.25K ﹤0.01%
500
2885
$2.25K ﹤0.01%
48
+12
2886
$2.25K ﹤0.01%
+29
2887
$2.23K ﹤0.01%
118
2888
$2.23K ﹤0.01%
10
-110
2889
$2.22K ﹤0.01%
60
2890
$2.22K ﹤0.01%
300
2891
$2.21K ﹤0.01%
50
+10
2892
$2.2K ﹤0.01%
67
-95
2893
$2.2K ﹤0.01%
264
2894
$2.19K ﹤0.01%
20
2895
$2.18K ﹤0.01%
+81
2896
$2.17K ﹤0.01%
40
2897
$2.16K ﹤0.01%
50
2898
$2.15K ﹤0.01%
9
-9
2899
$2.14K ﹤0.01%
30
2900
$2.13K ﹤0.01%
581
114 115
116
117 118