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
2976
$1.64K ﹤0.01%
357
2977
$1.63K ﹤0.01%
648
2978
$1.63K ﹤0.01%
54
-66
2979
$1.61K ﹤0.01%
42
2980
$1.61K ﹤0.01%
234
2981
$1.61K ﹤0.01%
14
2982
$1.58K ﹤0.01%
21
-22
2983
$1.58K ﹤0.01%
50
2984
$1.58K ﹤0.01%
20
+2
2985
$1.58K ﹤0.01%
150
2986
$1.57K ﹤0.01%
25
2987
$1.57K ﹤0.01%
+50
2988
$1.56K ﹤0.01%
69
+44
2989
$1.56K ﹤0.01%
39
2990
$1.55K ﹤0.01%
19
+8
2991
$1.55K ﹤0.01%
64
2992
$1.55K ﹤0.01%
15
+10
2993
$1.55K ﹤0.01%
190
2994
$1.54K ﹤0.01%
+9
2995
$1.54K ﹤0.01%
200
2996
$1.54K ﹤0.01%
41
2997
$1.53K ﹤0.01%
120
2998
$1.53K ﹤0.01%
56
2999
$1.53K ﹤0.01%
+15
3000
$1.53K ﹤0.01%
63
118 119
120
121 122