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
2901
$2.12K ﹤0.01%
19
2902
$2.12K ﹤0.01%
31
2903
$2.12K ﹤0.01%
27
-22
2904
$2.11K ﹤0.01%
28
2905
$2.11K ﹤0.01%
86
-1
2906
$2.11K ﹤0.01%
100
2907
$2.08K ﹤0.01%
+51
2908
$2.08K ﹤0.01%
58
2909
$2.07K ﹤0.01%
329
+20
2910
$2.07K ﹤0.01%
10
-11
2911
$2.07K ﹤0.01%
+100
2912
$2.07K ﹤0.01%
293
2913
$2.07K ﹤0.01%
130
2914
$2.06K ﹤0.01%
70
-282
2915
$2.05K ﹤0.01%
46
2916
$2.05K ﹤0.01%
78
+27
2917
$2.04K ﹤0.01%
150
+25
2918
$2.04K ﹤0.01%
45
+2
2919
$2.03K ﹤0.01%
44
2920
$2.01K ﹤0.01%
25
2921
$1.99K ﹤0.01%
15
2922
$1.99K ﹤0.01%
540
2923
$1.98K ﹤0.01%
68
+23
2924
$1.97K ﹤0.01%
1,460
+735
2925
$1.96K ﹤0.01%
1,000
115 116
117
118 119