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
1326
$98.5K ﹤0.01%
3,002
+4
1327
$98K ﹤0.01%
2,337
+81
1328
$97.2K ﹤0.01%
1,394
+76
1329
$97.2K ﹤0.01%
+2,291
1330
$97.1K ﹤0.01%
2,067
-139
1331
$96.9K ﹤0.01%
1,655
-70
1332
$96.8K ﹤0.01%
1,378
+30
1333
$96.6K ﹤0.01%
2,921
+716
1334
$96.6K ﹤0.01%
1,246
+92
1335
$96.6K ﹤0.01%
8,610
+1,885
1336
$96.5K ﹤0.01%
5,038
+3,614
1337
$96.5K ﹤0.01%
1,556
+63
1338
$96.4K ﹤0.01%
1,492
+15
1339
$96.1K ﹤0.01%
600
1340
$95.9K ﹤0.01%
537
-46
1341
$95.9K ﹤0.01%
+3,037
1342
$95.8K ﹤0.01%
1,494
+272
1343
$95.8K ﹤0.01%
+3,883
1344
$95.7K ﹤0.01%
2,341
+18
1345
$95.7K ﹤0.01%
5,269
-143
1346
$95.6K ﹤0.01%
1,316
+209
1347
$95.5K ﹤0.01%
1,071
+5
1348
$94.7K ﹤0.01%
2,935
+929
1349
$94.5K ﹤0.01%
3,580
+34
1350
$94.3K ﹤0.01%
749
-133
52 53
54
55 56