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
1076
$172K 0.01%
7,314
+63
1077
$171K 0.01%
690
-7
1078
$171K 0.01%
2,700
1079
$171K 0.01%
2,953
+1,227
1080
$170K 0.01%
1,425
-27
1081
$170K 0.01%
8,225
-2,198
1082
$169K 0.01%
4,294
1083
$169K 0.01%
620
-38
1084
$169K 0.01%
1,664
+129
1085
$169K 0.01%
1,556
1086
$167K 0.01%
743
+458
1087
$167K 0.01%
5,375
+31
1088
$167K 0.01%
3,616
+941
1089
$167K 0.01%
1,834
+1,378
1090
$167K 0.01%
3,826
-2,667
1091
$167K 0.01%
3,106
1092
$166K 0.01%
5,496
1093
$166K 0.01%
2,759
+72
1094
$165K 0.01%
8,209
-777
1095
$165K 0.01%
3,307
-200
1096
$165K 0.01%
3,284
+416
1097
$164K ﹤0.01%
2,089
+828
1098
$164K ﹤0.01%
3,063
-3,240
1099
$164K ﹤0.01%
1,706
+344
1100
$163K ﹤0.01%
2,149
-109
42 43
44
45 46