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
451
$987K 0.03%
6,807
+1,050
452
$986K 0.03%
21,192
-6,028
453
$985K 0.03%
38,262
+3,220
454
$985K 0.03%
3,258
+534
455
$983K 0.03%
25,129
-2,715
456
$983K 0.03%
14,845
+14,839
457
$982K 0.03%
8,544
+224
458
$977K 0.03%
7,679
-9,021
459
$972K 0.03%
24,754
+1
460
$970K 0.03%
41,341
+4,793
461
$966K 0.03%
2,656
+674
462
$962K 0.03%
40,315
+7,842
463
$961K 0.03%
60,725
-1,477
464
$961K 0.03%
6,320
-992
465
$957K 0.03%
3,652
+41
466
$956K 0.03%
22,888
+120
467
$955K 0.03%
1,511
+757
468
$947K 0.03%
9,230
-689
469
$945K 0.03%
19,699
+197
470
$944K 0.03%
34,418
-3,019
471
$941K 0.03%
32,379
-2,681
472
$940K 0.03%
16,876
+4,941
473
$929K 0.03%
14,475
+59
474
$929K 0.03%
44,370
+2,322
475
$926K 0.03%
9,759
17 18
19
20 21