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
826
$321K 0.01%
10,354
+855
827
$319K 0.01%
1,974
-285
828
$318K 0.01%
+12,787
829
$316K 0.01%
20,072
-305
830
$316K 0.01%
3,322
831
$316K 0.01%
63,061
+1,319
832
$316K 0.01%
17,300
+17,000
833
$316K 0.01%
15,363
+13,250
834
$315K 0.01%
593
+16
835
$315K 0.01%
12,919
+181
836
$314K 0.01%
1,259
-150
837
$313K 0.01%
10,520
+9,442
838
$313K 0.01%
8,845
+2,042
839
$312K 0.01%
18,636
-1,380
840
$312K 0.01%
6,557
+363
841
$310K 0.01%
3,845
-10
842
$309K 0.01%
4,624
843
$309K 0.01%
10,566
+1,065
844
$309K 0.01%
15,656
+8,449
845
$308K 0.01%
9,775
846
$308K 0.01%
15,563
-6,853
847
$305K 0.01%
6,504
+1,769
848
$304K 0.01%
9,615
849
$304K 0.01%
+10,531
850
$303K 0.01%
8,598
-1,209
32 33
34
35 36