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
1501
$70.1K ﹤0.01%
1,390
+1,152
1502
$70K ﹤0.01%
2,581
-259
1503
$70K ﹤0.01%
1,438
1504
$69.6K ﹤0.01%
1,441
-7
1505
$69.4K ﹤0.01%
1,112
-194
1506
$69.2K ﹤0.01%
3,640
1507
$69.1K ﹤0.01%
332
+99
1508
$68.7K ﹤0.01%
270
-3
1509
$68.6K ﹤0.01%
2,642
-10
1510
$68.4K ﹤0.01%
+1,101
1511
$68.1K ﹤0.01%
805
-353
1512
$67.8K ﹤0.01%
1,197
-2
1513
$67.8K ﹤0.01%
12,633
-414
1514
$67.6K ﹤0.01%
684
-3,794
1515
$67.5K ﹤0.01%
1,710
1516
$67.4K ﹤0.01%
2,023
+584
1517
$67.3K ﹤0.01%
2,094
+115
1518
$67.2K ﹤0.01%
601
+67
1519
$67.2K ﹤0.01%
1,877
-791
1520
$67.1K ﹤0.01%
3,000
1521
$67K ﹤0.01%
3,260
-23
1522
$67K ﹤0.01%
2,059
-148
1523
$66.9K ﹤0.01%
492
+79
1524
$66.7K ﹤0.01%
275
-3
1525
$66.7K ﹤0.01%
1,903
+210
59 60
61
62 63