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
101
$6.03M 0.18%
10,527
-171
102
$5.87M 0.18%
107,685
+47,326
103
$5.86M 0.18%
36,150
+8,077
104
$5.85M 0.18%
21,270
+522
105
$5.82M 0.18%
22,069
+4,160
106
$5.79M 0.17%
20,535
+979
107
$5.74M 0.17%
17,823
+374
108
$5.44M 0.16%
195,416
+9,829
109
$5.41M 0.16%
59,175
-2,923
110
$5.35M 0.16%
32,584
-1,114
111
$5.34M 0.16%
127,891
-39,224
112
$5.16M 0.16%
64,231
+8,365
113
$5.14M 0.15%
116,542
+40,332
114
$5.05M 0.15%
26,381
-162
115
$4.86M 0.15%
15,951
-1,438
116
$4.82M 0.15%
289,931
+16,667
117
$4.81M 0.14%
61,411
+5,206
118
$4.77M 0.14%
28,071
+18
119
$4.75M 0.14%
17,760
+13,501
120
$4.72M 0.14%
9,567
-80
121
$4.67M 0.14%
92,880
+8,522
122
$4.66M 0.14%
76,786
+3,294
123
$4.61M 0.14%
44,948
-2,590
124
$4.59M 0.14%
20,866
+5
125
$4.57M 0.14%
86,519
+2,058
3 4
5
6 7