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
3226
$359 ﹤0.01%
+19
3227
$357 ﹤0.01%
+25
3228
$347 ﹤0.01%
275
3229
$346 ﹤0.01%
+3
3230
$336 ﹤0.01%
275
3231
$334 ﹤0.01%
8
3232
$332 ﹤0.01%
439
3233
$332 ﹤0.01%
100
3234
$330 ﹤0.01%
15
3235
$328 ﹤0.01%
125
3236
$327 ﹤0.01%
+9
3237
$325 ﹤0.01%
52
3238
$322 ﹤0.01%
+8
3239
$322 ﹤0.01%
7
3240
$317 ﹤0.01%
7
-84
3241
$317 ﹤0.01%
10
3242
$310 ﹤0.01%
+13
3243
$307 ﹤0.01%
20
3244
$306 ﹤0.01%
5
-46
3245
$305 ﹤0.01%
12
-4
3246
$298 ﹤0.01%
3
3247
$294 ﹤0.01%
4
3248
$292 ﹤0.01%
39
3249
$289 ﹤0.01%
16
3250
$284 ﹤0.01%
+10
128 129
130
131 132