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
1551
$62.4K ﹤0.01%
435
-16
1552
$62.4K ﹤0.01%
5,200
1553
$62K ﹤0.01%
4,503
-2,540
1554
$62K ﹤0.01%
767
+113
1555
$61.7K ﹤0.01%
1,631
1556
$61.7K ﹤0.01%
1,060
1557
$61.6K ﹤0.01%
310
1558
$61.6K ﹤0.01%
3,775
+22
1559
$61.3K ﹤0.01%
2,298
+10
1560
$61.2K ﹤0.01%
2,641
+616
1561
$61K ﹤0.01%
2,674
-335
1562
$61K ﹤0.01%
3,303
1563
$61K ﹤0.01%
2,900
+400
1564
$61K ﹤0.01%
412
+133
1565
$60.8K ﹤0.01%
2,092
-245
1566
$60.7K ﹤0.01%
910
1567
$60.6K ﹤0.01%
946
-198
1568
$60.1K ﹤0.01%
1,391
+5
1569
$60.1K ﹤0.01%
1,822
1570
$60K ﹤0.01%
1,771
+21
1571
$59.9K ﹤0.01%
1,598
-353
1572
$59.8K ﹤0.01%
1,530
-321
1573
$59.8K ﹤0.01%
13,165
+13,065
1574
$59.8K ﹤0.01%
226
+27
1575
$59.5K ﹤0.01%
207
-10
61 62
63
64 65