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
2926
$1.96K ﹤0.01%
50
2927
$1.95K ﹤0.01%
124
2928
$1.95K ﹤0.01%
57
2929
$1.95K ﹤0.01%
30
2930
$1.94K ﹤0.01%
274
-24
2931
$1.93K ﹤0.01%
49
2932
$1.93K ﹤0.01%
12
2933
$1.92K ﹤0.01%
6
2934
$1.9K ﹤0.01%
+310
2935
$1.89K ﹤0.01%
18
2936
$1.88K ﹤0.01%
857
2937
$1.87K ﹤0.01%
200
2938
$1.87K ﹤0.01%
60
2939
$1.87K ﹤0.01%
285
2940
$1.86K ﹤0.01%
125
+10
2941
$1.84K ﹤0.01%
1
-1
2942
$1.82K ﹤0.01%
500
2943
$1.82K ﹤0.01%
440
-450
2944
$1.82K ﹤0.01%
44
-13,305
2945
$1.82K ﹤0.01%
12
2946
$1.81K ﹤0.01%
89
-40
2947
$1.81K ﹤0.01%
+100
2948
$1.81K ﹤0.01%
387
-69
2949
$1.8K ﹤0.01%
35
+25
2950
$1.8K ﹤0.01%
166
-584
116 117
118
119 120