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
701
$444K 0.01%
3,357
+4
702
$443K 0.01%
14,734
+9,405
703
$440K 0.01%
2,732
+1,204
704
$440K 0.01%
4,663
-288
705
$439K 0.01%
5,244
-37
706
$438K 0.01%
12,169
-27,875
707
$438K 0.01%
10,466
-1,542
708
$435K 0.01%
14,397
-932
709
$435K 0.01%
4,546
-36,279
710
$435K 0.01%
18,056
+941
711
$434K 0.01%
6,913
-888
712
$433K 0.01%
16,899
-87
713
$432K 0.01%
11,412
+414
714
$431K 0.01%
2,332
-25
715
$430K 0.01%
3,275
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716
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11,952
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717
$428K 0.01%
17,801
+9,845
718
$428K 0.01%
2,768
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719
$426K 0.01%
1,531
+45
720
$424K 0.01%
25,593
-2,459
721
$423K 0.01%
11,124
-604
722
$422K 0.01%
13,026
-28
723
$421K 0.01%
3,394
-416
724
$421K 0.01%
32,173
725
$421K 0.01%
10,737
27 28
29
30 31