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
726
$421K 0.01%
16,780
+1,440
727
$421K 0.01%
19,529
728
$421K 0.01%
5,813
729
$420K 0.01%
2,511
-11
730
$417K 0.01%
18,016
-511
731
$417K 0.01%
9,243
+184
732
$417K 0.01%
3,162
-751
733
$416K 0.01%
15,427
+6,866
734
$415K 0.01%
13,057
+2,195
735
$411K 0.01%
50,951
-988
736
$410K 0.01%
11,001
+57
737
$410K 0.01%
7,858
-85
738
$409K 0.01%
7,081
739
$406K 0.01%
1,511
+37
740
$406K 0.01%
3,005
+6
741
$404K 0.01%
1,143
+141
742
$403K 0.01%
11,988
-2,361
743
$403K 0.01%
9,215
+205
744
$403K 0.01%
16,532
+8,176
745
$399K 0.01%
4,065
+335
746
$399K 0.01%
12,107
-778
747
$397K 0.01%
17,248
748
$397K 0.01%
20,929
+333
749
$394K 0.01%
3,584
+19
750
$394K 0.01%
7,777
-4,047
28 29
30
31 32