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
1026
$196K 0.01%
2,678
-19
1027
$194K 0.01%
4,773
+520
1028
$194K 0.01%
46
1029
$193K 0.01%
1,014
+815
1030
$191K 0.01%
2,289
+2,147
1031
$191K 0.01%
1,537
+1,100
1032
$191K 0.01%
5,384
1033
$191K 0.01%
1,584
-6,675
1034
$191K 0.01%
2,406
-1,088
1035
$189K 0.01%
5,704
-164
1036
$189K 0.01%
9,321
-6,209
1037
$189K 0.01%
915
+15
1038
$188K 0.01%
2,890
-321
1039
$186K 0.01%
1,198
+3
1040
$186K 0.01%
2,000
-15,840
1041
$186K 0.01%
6,028
+3,767
1042
$185K 0.01%
6,353
+1,411
1043
$185K 0.01%
4,692
+1,817
1044
$184K 0.01%
4,313
+537
1045
$184K 0.01%
3,428
-614
1046
$184K 0.01%
7,746
-956
1047
$184K 0.01%
4,958
1048
$183K 0.01%
1,902
+1
1049
$182K 0.01%
5,781
+5,685
1050
$182K 0.01%
2,754
-4
40 41
42
43 44