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
2951
$1.8K ﹤0.01%
14
-13
2952
$1.8K ﹤0.01%
59
2953
$1.79K ﹤0.01%
80
2954
$1.78K ﹤0.01%
407
2955
$1.77K ﹤0.01%
1,000
2956
$1.76K ﹤0.01%
52
2957
$1.76K ﹤0.01%
68
+38
2958
$1.76K ﹤0.01%
72
+39
2959
$1.74K ﹤0.01%
93
2960
$1.74K ﹤0.01%
90
2961
$1.74K ﹤0.01%
6
-35
2962
$1.74K ﹤0.01%
120
2963
$1.73K ﹤0.01%
13
-6
2964
$1.73K ﹤0.01%
14
+9
2965
$1.72K ﹤0.01%
46
-46
2966
$1.69K ﹤0.01%
23
2967
$1.69K ﹤0.01%
38
-180
2968
$1.68K ﹤0.01%
15
2969
$1.67K ﹤0.01%
22
2970
$1.67K ﹤0.01%
59
2971
$1.67K ﹤0.01%
100
2972
$1.66K ﹤0.01%
62
2973
$1.64K ﹤0.01%
12
2974
$1.64K ﹤0.01%
6,580
2975
$1.64K ﹤0.01%
+60
117 118
119
120 121