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
1051
$181K 0.01%
2,514
+300
1052
$181K 0.01%
2,236
+6
1053
$180K 0.01%
4,001
1054
$180K 0.01%
573
+79
1055
$180K 0.01%
6,526
+5,897
1056
$180K 0.01%
5,087
-1,463
1057
$180K 0.01%
16,326
-376
1058
$179K 0.01%
1,010
-36
1059
$179K 0.01%
5,640
+17
1060
$179K 0.01%
1,347
1061
$178K 0.01%
+4,055
1062
$178K 0.01%
6,400
-1,295
1063
$178K 0.01%
4,666
-1,680
1064
$178K 0.01%
3,521
-715
1065
$177K 0.01%
4,321
-197
1066
$177K 0.01%
2,308
+331
1067
$177K 0.01%
3,256
+10
1068
$177K 0.01%
4,750
-182
1069
$176K 0.01%
5,117
-123
1070
$176K 0.01%
1,767
+20
1071
$175K 0.01%
6,888
+255
1072
$175K 0.01%
16,586
+4,491
1073
$175K 0.01%
+6,848
1074
$173K 0.01%
+6,668
1075
$172K 0.01%
1,241
-318
41 42
43
44 45