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
926
$245K 0.01%
4,633
+1,885
927
$245K 0.01%
823
-73
928
$245K 0.01%
3,349
+123
929
$244K 0.01%
2,030
+1,218
930
$244K 0.01%
27,224
-11,011
931
$244K 0.01%
2,603
-830
932
$244K 0.01%
7,752
+2,844
933
$243K 0.01%
4,217
+863
934
$243K 0.01%
8,163
+5,865
935
$242K 0.01%
10,323
+10,071
936
$242K 0.01%
7,985
+552
937
$242K 0.01%
+8,341
938
$241K 0.01%
8,338
-1,006
939
$241K 0.01%
4,989
-110
940
$241K 0.01%
1,345
+165
941
$240K 0.01%
8,242
-85
942
$240K 0.01%
5,398
+198
943
$239K 0.01%
5,914
+3,856
944
$238K 0.01%
1,033
-7
945
$238K 0.01%
4,233
+488
946
$237K 0.01%
10,998
947
$236K 0.01%
2,817
+291
948
$236K 0.01%
5,003
+33
949
$235K 0.01%
4,119
-7
950
$235K 0.01%
5,053
36 37
38
39 40