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
1476
$73.9K ﹤0.01%
3,050
+207
1477
$73.9K ﹤0.01%
1,461
+79
1478
$73.8K ﹤0.01%
1,202
1479
$73.7K ﹤0.01%
1,341
+66
1480
$73.7K ﹤0.01%
498
+6
1481
$73.5K ﹤0.01%
830
1482
$73.2K ﹤0.01%
829
-176
1483
$73K ﹤0.01%
1,084
-9
1484
$72.9K ﹤0.01%
1,738
1485
$72.7K ﹤0.01%
4,008
1486
$72.7K ﹤0.01%
1,697
1487
$72.5K ﹤0.01%
2,922
+19
1488
$72.5K ﹤0.01%
1,675
+395
1489
$72.2K ﹤0.01%
2,950
-481
1490
$72.2K ﹤0.01%
196
-29
1491
$72K ﹤0.01%
1,729
+5
1492
$72K ﹤0.01%
1,238
+1
1493
$71.8K ﹤0.01%
1,175
1494
$71.5K ﹤0.01%
934
+550
1495
$71.3K ﹤0.01%
1,379
1496
$71K ﹤0.01%
3,492
1497
$70.7K ﹤0.01%
3,974
-26
1498
$70.5K ﹤0.01%
2,232
1499
$70.4K ﹤0.01%
1,015
1500
$70.2K ﹤0.01%
6,636
58 59
60
61 62