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
876
$280K 0.01%
3,902
+201
877
$280K 0.01%
4,221
+6
878
$279K 0.01%
4,790
+210
879
$278K 0.01%
10,176
-1,412
880
$277K 0.01%
7,807
+1,849
881
$277K 0.01%
13,115
+42
882
$277K 0.01%
3,305
+274
883
$276K 0.01%
8,489
884
$276K 0.01%
4,787
+100
885
$276K 0.01%
18,825
-239
886
$276K 0.01%
2,645
-103
887
$276K 0.01%
7,375
+500
888
$276K 0.01%
6,363
-1,023
889
$274K 0.01%
3,874
+430
890
$273K 0.01%
6,669
+3,171
891
$271K 0.01%
13,620
-150
892
$270K 0.01%
20,071
+754
893
$269K 0.01%
1,151
-5
894
$269K 0.01%
16,608
-7,581
895
$269K 0.01%
1,055
+26
896
$269K 0.01%
6,602
+62
897
$266K 0.01%
3,582
-137
898
$266K 0.01%
3,196
+258
899
$264K 0.01%
1,184
-38
900
$264K 0.01%
1,167
-234
34 35
36
37 38