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
1526
$66.4K ﹤0.01%
2,237
1527
$66.3K ﹤0.01%
3,000
1528
$66.2K ﹤0.01%
1,635
-2,624
1529
$66K ﹤0.01%
1,063
+17
1530
$66K ﹤0.01%
260
+8
1531
$65.9K ﹤0.01%
786
+6
1532
$65.8K ﹤0.01%
2,332
1533
$65.6K ﹤0.01%
4,000
1534
$65.5K ﹤0.01%
3,545
1535
$65.5K ﹤0.01%
1,790
+15
1536
$65.3K ﹤0.01%
+989
1537
$65.1K ﹤0.01%
670
1538
$65.1K ﹤0.01%
7,355
-500
1539
$64.9K ﹤0.01%
602
+75
1540
$64.9K ﹤0.01%
1,800
1541
$64.8K ﹤0.01%
+1,955
1542
$64.7K ﹤0.01%
1,113
+241
1543
$64.5K ﹤0.01%
652
-3,786
1544
$64.4K ﹤0.01%
1,170
-6
1545
$64.3K ﹤0.01%
3,206
-118
1546
$64.3K ﹤0.01%
1,705
+432
1547
$63.6K ﹤0.01%
2,000
1548
$63.3K ﹤0.01%
5,737
+500
1549
$63.3K ﹤0.01%
1,215
1550
$63.1K ﹤0.01%
1,780
60 61
62
63 64