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
526
$798K 0.02%
23,862
+6,610
527
$795K 0.02%
6,564
+26
528
$791K 0.02%
30,334
-268
529
$788K 0.02%
7,246
-242
530
$787K 0.02%
15,357
+1,289
531
$785K 0.02%
18,572
-6,033
532
$779K 0.02%
14,722
-1,524
533
$778K 0.02%
8,913
+96
534
$772K 0.02%
25,012
+853
535
$771K 0.02%
28,575
-3,955
536
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20,956
-2,776
537
$755K 0.02%
30,489
-2,419
538
$755K 0.02%
17,401
-857
539
$745K 0.02%
22,183
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540
$744K 0.02%
7,723
-1,556
541
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1,512
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12,801
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543
$728K 0.02%
2,661
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544
$726K 0.02%
21,016
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545
$719K 0.02%
19,036
-2,458
546
$718K 0.02%
4,407
-70
547
$716K 0.02%
10,103
-1,245
548
$714K 0.02%
+26,773
549
$712K 0.02%
34,741
-2,904
550
$710K 0.02%
6,343
-1,283
20 21
22
23 24