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
1376
$90.9K ﹤0.01%
4,596
+561
1377
$90.8K ﹤0.01%
2,573
+720
1378
$90.8K ﹤0.01%
4,301
+2
1379
$90.7K ﹤0.01%
+73,117
1380
$90.6K ﹤0.01%
1,897
+123
1381
$90.5K ﹤0.01%
3,112
-1,087
1382
$90K ﹤0.01%
1,888
+156
1383
$89.9K ﹤0.01%
154
+3
1384
$89.9K ﹤0.01%
407
-197
1385
$89.8K ﹤0.01%
2,905
-1,200
1386
$89.4K ﹤0.01%
2,944
+1,768
1387
$88.7K ﹤0.01%
3,279
+337
1388
$88.6K ﹤0.01%
4,265
1389
$88.4K ﹤0.01%
3,164
+505
1390
$88.3K ﹤0.01%
3,150
-3
1391
$87.9K ﹤0.01%
158
+119
1392
$87.7K ﹤0.01%
2,339
+202
1393
$87.6K ﹤0.01%
2,045
-693
1394
$87.3K ﹤0.01%
173
+17
1395
$87.2K ﹤0.01%
2,461
-19,222
1396
$87.1K ﹤0.01%
1,312
+145
1397
$86.7K ﹤0.01%
1,221
+741
1398
$86.5K ﹤0.01%
420
-28
1399
$86.5K ﹤0.01%
2,498
1400
$86.2K ﹤0.01%
6,641
54 55
56
57 58