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
351
$1.47M 0.04%
19,185
-795
352
$1.47M 0.04%
6,370
+187
353
$1.47M 0.04%
17,335
+358
354
$1.45M 0.04%
13,969
+1,725
355
$1.45M 0.04%
12,089
+1,326
356
$1.44M 0.04%
10,559
+81
357
$1.44M 0.04%
5,302
+708
358
$1.44M 0.04%
45,739
+375
359
$1.43M 0.04%
9,579
+71
360
$1.43M 0.04%
8,431
-224
361
$1.43M 0.04%
11,805
+387
362
$1.43M 0.04%
10,054
-695
363
$1.43M 0.04%
39,044
-6,872
364
$1.42M 0.04%
35,397
+10,141
365
$1.41M 0.04%
14,222
-23,362
366
$1.41M 0.04%
27,985
-6,184
367
$1.4M 0.04%
58,692
+12,915
368
$1.4M 0.04%
7,428
-376
369
$1.39M 0.04%
35,171
-1,410
370
$1.39M 0.04%
12,160
-1,349
371
$1.39M 0.04%
30,383
-446
372
$1.39M 0.04%
61,124
373
$1.39M 0.04%
5,267
+772
374
$1.38M 0.04%
13,141
-433
375
$1.38M 0.04%
21,313
-484
13 14
15
16 17