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
3026
$1.35K ﹤0.01%
13
-465
3027
$1.35K ﹤0.01%
16
3028
$1.34K ﹤0.01%
80
3029
$1.34K ﹤0.01%
9
+2
3030
$1.33K ﹤0.01%
48
+26
3031
$1.32K ﹤0.01%
500
3032
$1.32K ﹤0.01%
+50
3033
$1.32K ﹤0.01%
215
3034
$1.31K ﹤0.01%
120
3035
$1.31K ﹤0.01%
8
-37
3036
$1.3K ﹤0.01%
+35
3037
$1.29K ﹤0.01%
+46
3038
$1.29K ﹤0.01%
16
3039
$1.28K ﹤0.01%
10
3040
$1.28K ﹤0.01%
28
3041
$1.27K ﹤0.01%
+95
3042
$1.27K ﹤0.01%
45
3043
$1.27K ﹤0.01%
23
3044
$1.25K ﹤0.01%
184
-4
3045
$1.25K ﹤0.01%
56
3046
$1.24K ﹤0.01%
265
3047
$1.24K ﹤0.01%
+15
3048
$1.24K ﹤0.01%
147
3049
$1.24K ﹤0.01%
10
+7
3050
$1.23K ﹤0.01%
98
120 121
122
123 124