HI
Harbour Investments Portfolio holdings
AUM
$3.95B
1-Year Return
13.24%
This Quarter Return
+5.83%
1 Year Return
+13.24%
3 Year Return
+47.75%
5 Year Return
–
10 Year Return
–
AUM
$3.32B
AUM Growth
+$360M
(+12%)
Cap. Flow
+$197M
Cap. Flow
% of AUM
5.93%
Top 10 Holdings %
Top 10 Hldgs %
25.22%
Holding
3,518
New
223
Increased
1,161
Reduced
912
Closed
121
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$56.4M |
| 2 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$14.3M |
| 3 |
Capital Group Core Plus Income ETF
CGCP
|
$12.6M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
$12M |
| 5 |
Vanguard Total Bond Market
BND
|
$11M |
Top Sells
Sector Composition
| 1 | Technology | 5.16% |
| 2 | Consumer Staples | 2.31% |
| 3 | Financials | 2.23% |
| 4 | Consumer Discretionary | 1.88% |
| 5 | Industrials | 1.68% |
