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
1426
$81.7K ﹤0.01%
4,436
+65
1427
$81.7K ﹤0.01%
+209
1428
$81.4K ﹤0.01%
1,117
+2
1429
$81.2K ﹤0.01%
2,678
+1,087
1430
$81.1K ﹤0.01%
2,700
+1,700
1431
$81.1K ﹤0.01%
+2,630
1432
$81K ﹤0.01%
1,995
-300
1433
$80.8K ﹤0.01%
706
+1
1434
$80.7K ﹤0.01%
2,379
-2,888
1435
$80.7K ﹤0.01%
9,251
1436
$80.3K ﹤0.01%
1,117
+192
1437
$80.2K ﹤0.01%
+2,511
1438
$80.2K ﹤0.01%
1,592
+954
1439
$79.9K ﹤0.01%
3,501
+2,414
1440
$79.9K ﹤0.01%
2,216
1441
$79.8K ﹤0.01%
3,263
+707
1442
$79.5K ﹤0.01%
3,501
+3,370
1443
$79.2K ﹤0.01%
2,486
-622
1444
$79.2K ﹤0.01%
5,610
1445
$79.1K ﹤0.01%
2,490
1446
$78.9K ﹤0.01%
622
-43
1447
$78.7K ﹤0.01%
620
+110
1448
$78.5K ﹤0.01%
8,698
-143
1449
$78.2K ﹤0.01%
2,531
1450
$78.2K ﹤0.01%
585
+95
56 57
58
59 60