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
376
$1.38M 0.04%
40,411
+3,015
377
$1.37M 0.04%
52,598
+17,447
378
$1.37M 0.04%
6,205
+686
379
$1.37M 0.04%
17,088
-295
380
$1.37M 0.04%
10,884
-86
381
$1.35M 0.04%
31,622
-6,596
382
$1.35M 0.04%
37,011
+3,894
383
$1.33M 0.04%
11,200
+42
384
$1.33M 0.04%
35,261
-838
385
$1.33M 0.04%
11,132
-587
386
$1.32M 0.04%
25,872
-722
387
$1.32M 0.04%
30,239
+333
388
$1.32M 0.04%
7,825
+1,125
389
$1.31M 0.04%
13,431
+44
390
$1.3M 0.04%
25,412
+415
391
$1.3M 0.04%
11,072
-278
392
$1.3M 0.04%
19,969
+10,889
393
$1.29M 0.04%
14,265
-3,656
394
$1.28M 0.04%
38,414
+1,023
395
$1.27M 0.04%
44,478
+42,817
396
$1.26M 0.04%
1,560
+107
397
$1.26M 0.04%
39,029
-24,015
398
$1.26M 0.04%
27,888
-1,627
399
$1.26M 0.04%
4,215
+150
400
$1.25M 0.04%
19,095
+978
14 15
16
17 18