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
1401
$86K ﹤0.01%
183
1402
$85.8K ﹤0.01%
6,409
-195
1403
$85.8K ﹤0.01%
+3,229
1404
$85.5K ﹤0.01%
2,837
-744
1405
$85.4K ﹤0.01%
3,925
-1,571
1406
$85.2K ﹤0.01%
3,450
-1,000
1407
$85K ﹤0.01%
3,099
+16
1408
$85K ﹤0.01%
768
+93
1409
$84.9K ﹤0.01%
716
-21
1410
$84.7K ﹤0.01%
604
+76
1411
$84.6K ﹤0.01%
1,391
1412
$84.5K ﹤0.01%
9,074
+74
1413
$84.4K ﹤0.01%
1,742
+211
1414
$84.4K ﹤0.01%
399
1415
$84.3K ﹤0.01%
2,768
+73
1416
$83.8K ﹤0.01%
1,467
-616
1417
$83.7K ﹤0.01%
1,295
1418
$83.6K ﹤0.01%
1,765
1419
$83K ﹤0.01%
3,000
1420
$82.9K ﹤0.01%
3,504
-27
1421
$82.9K ﹤0.01%
2,097
+2,033
1422
$82.5K ﹤0.01%
566
1423
$82.5K ﹤0.01%
3,203
-145
1424
$82.3K ﹤0.01%
2,660
1425
$82K ﹤0.01%
3,996
+73
55 56
57
58 59