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
776
$365K 0.01%
972
+87
777
$362K 0.01%
34,618
+1,391
778
$362K 0.01%
3,472
+13
779
$361K 0.01%
2,949
780
$360K 0.01%
4,906
-317
781
$359K 0.01%
7,025
782
$359K 0.01%
12,662
-766
783
$359K 0.01%
2,093
+202
784
$359K 0.01%
1,508
+3
785
$359K 0.01%
8,033
+2,953
786
$358K 0.01%
6,251
+113
787
$358K 0.01%
920
+294
788
$357K 0.01%
6,534
-52
789
$356K 0.01%
8,316
790
$352K 0.01%
3,105
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791
$352K 0.01%
2,860
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792
$351K 0.01%
10,007
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793
$351K 0.01%
10,226
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794
$350K 0.01%
5,592
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795
$350K 0.01%
9,655
-30
796
$346K 0.01%
415
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797
$345K 0.01%
6,875
-37
798
$344K 0.01%
2,320
+64
799
$344K 0.01%
1,052
-102
800
$344K 0.01%
7,645
30 31
32
33 34