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

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
1451
$77.9K ﹤0.01%
1,553
+750
1452
$77.8K ﹤0.01%
2,743
-677
1453
$77.7K ﹤0.01%
6,553
+5,914
1454
$77.5K ﹤0.01%
1,668
1455
$77.5K ﹤0.01%
1,545
-5,163
1456
$77.2K ﹤0.01%
1,823
1457
$77K ﹤0.01%
2,194
1458
$77K ﹤0.01%
1,577
+795
1459
$76.8K ﹤0.01%
1,466
+120
1460
$76.6K ﹤0.01%
3,115
1461
$76.4K ﹤0.01%
8,391
+18
1462
$76.3K ﹤0.01%
+2,951
1463
$76.1K ﹤0.01%
706
1464
$76.1K ﹤0.01%
4,402
+19
1465
$76K ﹤0.01%
6,348
1466
$75.9K ﹤0.01%
843
+49
1467
$75.5K ﹤0.01%
1,927
+93
1468
$75.1K ﹤0.01%
603
+86
1469
$75K ﹤0.01%
307
+2
1470
$75K ﹤0.01%
2,581
+1,379
1471
$74.9K ﹤0.01%
792
1472
$74.8K ﹤0.01%
701
+4
1473
$74.5K ﹤0.01%
2,591
1474
$74.3K ﹤0.01%
5,244
1475
$74K ﹤0.01%
3,430