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
3076
$1.08K ﹤0.01%
2
+1
3077
$1.08K ﹤0.01%
20
3078
$1.08K ﹤0.01%
87
3079
$1.08K ﹤0.01%
8
-7
3080
$1.07K ﹤0.01%
79
3081
$1.07K ﹤0.01%
268
+2
3082
$1.07K ﹤0.01%
+38
3083
$1.07K ﹤0.01%
118
+21
3084
$1.06K ﹤0.01%
30
3085
$1.06K ﹤0.01%
125
3086
$1.05K ﹤0.01%
26
-203
3087
$1.04K ﹤0.01%
971
3088
$1.04K ﹤0.01%
27
+18
3089
$1K ﹤0.01%
50
3090
$999 ﹤0.01%
26
3091
$986 ﹤0.01%
101
3092
$986 ﹤0.01%
26
3093
$982 ﹤0.01%
57
3094
$964 ﹤0.01%
66
3095
$964 ﹤0.01%
24
3096
$959 ﹤0.01%
8
-86
3097
$948 ﹤0.01%
16
-4
3098
$946 ﹤0.01%
100
3099
$944 ﹤0.01%
7
3100
$942 ﹤0.01%
30
+2
122 123
124
125 126