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
1276
$109K ﹤0.01%
5,225
+4,952
1277
$108K ﹤0.01%
2,463
-741
1278
$108K ﹤0.01%
1,403
-7
1279
$108K ﹤0.01%
471
-27
1280
$108K ﹤0.01%
1,486
-357
1281
$107K ﹤0.01%
3,357
+572
1282
$107K ﹤0.01%
212
-13
1283
$107K ﹤0.01%
1,116
-4
1284
$107K ﹤0.01%
4,815
-66
1285
$107K ﹤0.01%
2,390
-17
1286
$106K ﹤0.01%
3,396
-22
1287
$106K ﹤0.01%
976
-110
1288
$106K ﹤0.01%
1,060
+179
1289
$106K ﹤0.01%
1,726
+44
1290
$106K ﹤0.01%
3,060
+42
1291
$106K ﹤0.01%
4,057
+2,223
1292
$106K ﹤0.01%
2,008
-31
1293
$105K ﹤0.01%
950
-3
1294
$105K ﹤0.01%
1,164
1295
$105K ﹤0.01%
1,455
+525
1296
$105K ﹤0.01%
476
-11
1297
$105K ﹤0.01%
783
-138
1298
$104K ﹤0.01%
6,889
-510
1299
$104K ﹤0.01%
2,390
1300
$103K ﹤0.01%
1,617
-116
50 51
52
53 54