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
476
$910K 0.03%
7,306
+193
477
$908K 0.03%
41,397
-2,563
478
$907K 0.03%
43,945
+31,218
479
$905K 0.03%
21,970
+6,355
480
$903K 0.03%
15,252
-2,760
481
$896K 0.03%
39,164
-18,026
482
$893K 0.03%
30,684
+183
483
$893K 0.03%
32,512
+6,827
484
$890K 0.03%
5,100
-4
485
$885K 0.03%
12,075
+277
486
$881K 0.03%
12,300
-5,028
487
$876K 0.03%
35,817
+7,346
488
$876K 0.03%
5,378
-18
489
$874K 0.03%
16,334
+4,803
490
$874K 0.03%
35,397
-3,077
491
$868K 0.03%
+18,706
492
$864K 0.03%
12,895
+1,046
493
$863K 0.03%
16,601
-6,098
494
$862K 0.03%
7,494
-5
495
$858K 0.03%
20,057
+19,290
496
$856K 0.03%
28,102
-87
497
$855K 0.03%
15,072
+2,639
498
$854K 0.03%
22,165
+12,135
499
$852K 0.03%
22,600
-295
500
$850K 0.03%
3,107
-40
18 19
20
21 22