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
1576
$59.5K ﹤0.01%
1,705
1577
$59.4K ﹤0.01%
390
1578
$59.2K ﹤0.01%
6,447
1579
$59.2K ﹤0.01%
6,300
1580
$58.7K ﹤0.01%
820
+123
1581
$58.4K ﹤0.01%
848
-112
1582
$58.4K ﹤0.01%
874
-490
1583
$58.3K ﹤0.01%
1,789
+337
1584
$58.2K ﹤0.01%
349
+43
1585
$58.2K ﹤0.01%
797
1586
$58.2K ﹤0.01%
1,986
-200
1587
$58.1K ﹤0.01%
1,188
+310
1588
$58K ﹤0.01%
+732
1589
$57.9K ﹤0.01%
2,831
-436
1590
$57.7K ﹤0.01%
960
+214
1591
$57.4K ﹤0.01%
606
+50
1592
$57.3K ﹤0.01%
898
-79
1593
$57.1K ﹤0.01%
2,101
+70
1594
$57K ﹤0.01%
5,024
+4,104
1595
$56.8K ﹤0.01%
813
1596
$56.8K ﹤0.01%
2,271
+405
1597
$56.5K ﹤0.01%
949
1598
$56.5K ﹤0.01%
800
-48
1599
$56.3K ﹤0.01%
1,461
+143
1600
$56K ﹤0.01%
2,416
62 63
64
65 66