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
901
$264K 0.01%
8,307
+550
902
$263K 0.01%
8,376
903
$262K 0.01%
5,366
-370
904
$261K 0.01%
4,855
905
$261K 0.01%
2,589
+196
906
$260K 0.01%
3,489
+385
907
$260K 0.01%
10,176
+7,766
908
$259K 0.01%
10,812
+37
909
$259K 0.01%
2,978
-489
910
$258K 0.01%
6,370
-953
911
$258K 0.01%
10,687
912
$258K 0.01%
248
+2
913
$257K 0.01%
6,335
+1,105
914
$257K 0.01%
3,113
-634
915
$256K 0.01%
9,563
+2,895
916
$256K 0.01%
3,926
-110
917
$255K 0.01%
4,979
-441
918
$254K 0.01%
4,513
+127
919
$252K 0.01%
7,289
-170
920
$250K 0.01%
4,844
-389
921
$249K 0.01%
1,038
+14
922
$249K 0.01%
885
+2
923
$248K 0.01%
3,915
+332
924
$248K 0.01%
6,406
+5,424
925
$247K 0.01%
3,450
35 36
37
38 39