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
3051
$1.23K ﹤0.01%
43
-205
3052
$1.23K ﹤0.01%
300
3053
$1.23K ﹤0.01%
+7
3054
$1.23K ﹤0.01%
33
3055
$1.21K ﹤0.01%
47
3056
$1.2K ﹤0.01%
140
3057
$1.2K ﹤0.01%
99
3058
$1.19K ﹤0.01%
40
3059
$1.16K ﹤0.01%
+50
3060
$1.16K ﹤0.01%
100
3061
$1.15K ﹤0.01%
51
3062
$1.15K ﹤0.01%
15
3063
$1.15K ﹤0.01%
43
3064
$1.15K ﹤0.01%
85
3065
$1.14K ﹤0.01%
58
3066
$1.13K ﹤0.01%
51
-122
3067
$1.13K ﹤0.01%
69
3068
$1.12K ﹤0.01%
160
3069
$1.11K ﹤0.01%
17
3070
$1.11K ﹤0.01%
1,000
3071
$1.11K ﹤0.01%
130
3072
$1.1K ﹤0.01%
+2
3073
$1.09K ﹤0.01%
+50
3074
$1.09K ﹤0.01%
+33
3075
$1.08K ﹤0.01%
2
+1
121 122
123
124 125