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
1601
$56K ﹤0.01%
5,358
-396
1602
$56K ﹤0.01%
418
+309
1603
$55.8K ﹤0.01%
4,966
-1,314
1604
$55.8K ﹤0.01%
3,555
1605
$55.7K ﹤0.01%
1,067
+355
1606
$55.6K ﹤0.01%
1,464
+66
1607
$55.4K ﹤0.01%
160
-46
1608
$55.3K ﹤0.01%
+2,038
1609
$55.2K ﹤0.01%
3,100
1610
$55.1K ﹤0.01%
4,463
-19
1611
$55.1K ﹤0.01%
1,924
+19
1612
$55.1K ﹤0.01%
1,547
+245
1613
$54.8K ﹤0.01%
2,138
+11
1614
$54.7K ﹤0.01%
1,132
1615
$54.7K ﹤0.01%
400
1616
$54.6K ﹤0.01%
+2,117
1617
$54.5K ﹤0.01%
373
+48
1618
$54.5K ﹤0.01%
4,087
+430
1619
$54.2K ﹤0.01%
534
-3,289
1620
$54.1K ﹤0.01%
1,200
+200
1621
$54K ﹤0.01%
1,593
1622
$53.9K ﹤0.01%
537
+298
1623
$53.8K ﹤0.01%
9,197
-1,676
1624
$53.6K ﹤0.01%
559
+255
1625
$53.6K ﹤0.01%
3,627
-318
63 64
65
66 67