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
3126
$832 ﹤0.01%
+2
3127
$825 ﹤0.01%
+8
3128
$815 ﹤0.01%
237
3129
$804 ﹤0.01%
19
3130
$792 ﹤0.01%
34
3131
$776 ﹤0.01%
10
3132
$774 ﹤0.01%
1,000
3133
$769 ﹤0.01%
21
3134
$763 ﹤0.01%
55
3135
$761 ﹤0.01%
+7
3136
$760 ﹤0.01%
+27
3137
$753 ﹤0.01%
50
+20
3138
$747 ﹤0.01%
171
-85
3139
$745 ﹤0.01%
56
3140
$742 ﹤0.01%
10
3141
$741 ﹤0.01%
+5
3142
$739 ﹤0.01%
70
3143
$739 ﹤0.01%
79
3144
$732 ﹤0.01%
16
3145
$732 ﹤0.01%
78
3146
$730 ﹤0.01%
1,000
3147
$730 ﹤0.01%
200
3148
$717 ﹤0.01%
+20
3149
$717 ﹤0.01%
100
-2
3150
$716 ﹤0.01%
13
124 125
126
127 128