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
551
$706K 0.02%
5,263
+9
552
$703K 0.02%
19,560
-8
553
$703K 0.02%
23,398
-8,051
554
$703K 0.02%
6,689
+699
555
$701K 0.02%
17,263
+70
556
$697K 0.02%
34,207
+950
557
$692K 0.02%
14,384
-2,410
558
$690K 0.02%
50,499
+54
559
$687K 0.02%
18,104
+8,981
560
$686K 0.02%
8,805
+160
561
$686K 0.02%
28,456
-99,320
562
$685K 0.02%
2,636
+102
563
$680K 0.02%
3,978
+66
564
$678K 0.02%
8,090
-965
565
$678K 0.02%
16,629
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566
$676K 0.02%
5,320
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567
$673K 0.02%
4,102
568
$669K 0.02%
33,775
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569
$668K 0.02%
75,785
+2,888
570
$667K 0.02%
2,350
+34
571
$667K 0.02%
7,896
-6
572
$663K 0.02%
14,537
+1,861
573
$660K 0.02%
14,007
+1,259
574
$655K 0.02%
3,171
-127
575
$652K 0.02%
20,274
-754
21 22
23
24 25