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
3001
$1.52K ﹤0.01%
22
3002
$1.52K ﹤0.01%
53
3003
$1.52K ﹤0.01%
30
3004
$1.52K ﹤0.01%
120
3005
$1.5K ﹤0.01%
31
3006
$1.5K ﹤0.01%
12
+5
3007
$1.5K ﹤0.01%
40
3008
$1.49K ﹤0.01%
16
3009
$1.48K ﹤0.01%
5
+1
3010
$1.46K ﹤0.01%
86
3011
$1.45K ﹤0.01%
21
-45
3012
$1.44K ﹤0.01%
257
3013
$1.44K ﹤0.01%
250
3014
$1.43K ﹤0.01%
54
3015
$1.43K ﹤0.01%
+20
3016
$1.42K ﹤0.01%
56
3017
$1.41K ﹤0.01%
25
3018
$1.4K ﹤0.01%
21
-506
3019
$1.39K ﹤0.01%
112
+1
3020
$1.39K ﹤0.01%
73
3021
$1.38K ﹤0.01%
18
+5
3022
$1.37K ﹤0.01%
264
-7
3023
$1.37K ﹤0.01%
425
3024
$1.36K ﹤0.01%
492
3025
$1.35K ﹤0.01%
36
-139
119 120
121
122 123