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
276
$1.96M 0.06%
81,901
+15,812
277
$1.95M 0.06%
52,219
-718
278
$1.94M 0.06%
31,715
-429
279
$1.92M 0.06%
37,941
+30,470
280
$1.92M 0.06%
119,523
+1,066
281
$1.92M 0.06%
61,439
-73,263
282
$1.91M 0.06%
39,250
-74,467
283
$1.91M 0.06%
27,599
-384
284
$1.91M 0.06%
6,793
-168
285
$1.91M 0.06%
32,161
+2,233
286
$1.9M 0.06%
+82,699
287
$1.88M 0.06%
27,583
-1,024
288
$1.88M 0.06%
51,507
+2,923
289
$1.87M 0.06%
19,458
+3,237
290
$1.85M 0.06%
48,884
+48,465
291
$1.84M 0.06%
50,440
-16,736
292
$1.82M 0.05%
17,870
+4,075
293
$1.81M 0.05%
10,064
+75
294
$1.8M 0.05%
23,016
+1,331
295
$1.8M 0.05%
5,588
+483
296
$1.8M 0.05%
8,219
+606
297
$1.79M 0.05%
16,204
-1,320
298
$1.79M 0.05%
8,903
+1,976
299
$1.78M 0.05%
8,631
+2,158
300
$1.78M 0.05%
23,681
+2,191
10 11
12
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