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
626
$558K 0.02%
10,962
+7
627
$557K 0.02%
7,133
-308
628
$555K 0.02%
16,813
+877
629
$554K 0.02%
28,877
+18,214
630
$552K 0.02%
6,868
-41
631
$551K 0.02%
12,289
-66
632
$547K 0.02%
12,336
+219
633
$546K 0.02%
12,971
+5,418
634
$545K 0.02%
1,684
+3
635
$543K 0.02%
20,376
-970
636
$540K 0.02%
4,215
+156
637
$537K 0.02%
7,296
+116
638
$533K 0.02%
20,490
+2,304
639
$532K 0.02%
4,868
+1,475
640
$528K 0.02%
8,953
-215
641
$525K 0.02%
2,886
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642
$522K 0.02%
3,251
-39
643
$522K 0.02%
60,163
-3,969
644
$521K 0.02%
7,897
-718
645
$519K 0.02%
13,461
-22
646
$517K 0.02%
15,670
647
$516K 0.02%
4,927
-16,691
648
$511K 0.02%
+19,584
649
$509K 0.02%
23,051
-1,234
650
$509K 0.02%
13,561
+11,361
24 25
26
27 28