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
1226
$120K ﹤0.01%
5,334
+2,109
1227
$120K ﹤0.01%
5,126
1228
$120K ﹤0.01%
+4,741
1229
$120K ﹤0.01%
2,198
+254
1230
$119K ﹤0.01%
6,153
+239
1231
$119K ﹤0.01%
2,690
+27
1232
$119K ﹤0.01%
2,460
-158
1233
$119K ﹤0.01%
344
-9
1234
$119K ﹤0.01%
3,925
-10
1235
$119K ﹤0.01%
4,055
-3,630
1236
$118K ﹤0.01%
4,144
+10
1237
$118K ﹤0.01%
4,640
-1,328
1238
$117K ﹤0.01%
1,735
-27
1239
$117K ﹤0.01%
4,091
-1,385
1240
$117K ﹤0.01%
4,882
-49
1241
$117K ﹤0.01%
4,774
1242
$117K ﹤0.01%
3,513
+1,093
1243
$117K ﹤0.01%
501
+59
1244
$116K ﹤0.01%
791
-295
1245
$116K ﹤0.01%
20,100
-1,200
1246
$116K ﹤0.01%
2,898
+37
1247
$116K ﹤0.01%
1,214
-553
1248
$116K ﹤0.01%
672
+8
1249
$116K ﹤0.01%
6,203
1250
$116K ﹤0.01%
2,581
-3,208
48 49
50
51 52