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
1176
$137K ﹤0.01%
1,790
+7
1177
$137K ﹤0.01%
1,178
+3
1178
$137K ﹤0.01%
1,343
+627
1179
$137K ﹤0.01%
2,282
+792
1180
$137K ﹤0.01%
1,633
+124
1181
$136K ﹤0.01%
7,253
+5,852
1182
$136K ﹤0.01%
976
+111
1183
$136K ﹤0.01%
2,389
-150
1184
$136K ﹤0.01%
857
+604
1185
$135K ﹤0.01%
4,441
-555
1186
$135K ﹤0.01%
3,142
-41
1187
$135K ﹤0.01%
4,060
1188
$135K ﹤0.01%
6,836
+50
1189
$134K ﹤0.01%
1,294
+235
1190
$134K ﹤0.01%
17,717
+46
1191
$134K ﹤0.01%
1,563
-465
1192
$134K ﹤0.01%
+5,305
1193
$134K ﹤0.01%
+5,275
1194
$132K ﹤0.01%
2,723
-35
1195
$131K ﹤0.01%
2,758
1196
$131K ﹤0.01%
2,783
+702
1197
$131K ﹤0.01%
3,943
-498
1198
$131K ﹤0.01%
1,368
1199
$130K ﹤0.01%
1,170
1200
$129K ﹤0.01%
5,970
-125
46 47
48
49 50