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
1351
$94.1K ﹤0.01%
6,048
+767
1352
$93.9K ﹤0.01%
831
-27
1353
$93.9K ﹤0.01%
3,999
-202
1354
$93.5K ﹤0.01%
1,561
1355
$93.2K ﹤0.01%
3,470
+1,539
1356
$93.2K ﹤0.01%
3,169
-5,432
1357
$93.1K ﹤0.01%
677
+62
1358
$93K ﹤0.01%
216
-3
1359
$92.8K ﹤0.01%
1,083
+35
1360
$92.6K ﹤0.01%
424
1361
$92.6K ﹤0.01%
282
+1
1362
$92.5K ﹤0.01%
13,854
-1,157
1363
$92.5K ﹤0.01%
930
+88
1364
$92.5K ﹤0.01%
1,634
-1,944
1365
$92.4K ﹤0.01%
1,883
-418
1366
$92.1K ﹤0.01%
515
+9
1367
$92.1K ﹤0.01%
644
-118
1368
$92.1K ﹤0.01%
3,129
-132
1369
$92K ﹤0.01%
1,565
+20
1370
$91.9K ﹤0.01%
1,038
+2
1371
$91.7K ﹤0.01%
1,409
-34
1372
$91.6K ﹤0.01%
2,035
+856
1373
$91.3K ﹤0.01%
2,477
+349
1374
$91.1K ﹤0.01%
+10,706
1375
$91K ﹤0.01%
595
53 54
55
56 57