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
1626
$53.5K ﹤0.01%
1,066
+529
1627
$53.3K ﹤0.01%
+1,955
1628
$53.3K ﹤0.01%
5,233
-122
1629
$53.2K ﹤0.01%
617
1630
$52.9K ﹤0.01%
1,536
+8
1631
$52.8K ﹤0.01%
727
-63
1632
$52.7K ﹤0.01%
1,735
-797
1633
$52.4K ﹤0.01%
1,938
+4
1634
$52.3K ﹤0.01%
2,350
-254
1635
$52K ﹤0.01%
838
-145
1636
$52K ﹤0.01%
+1,411
1637
$51.7K ﹤0.01%
2,300
1638
$51.5K ﹤0.01%
2,099
1639
$51.4K ﹤0.01%
+2,350
1640
$51.4K ﹤0.01%
+999
1641
$51.2K ﹤0.01%
3,675
+7
1642
$51.1K ﹤0.01%
1,015
-60
1643
$51.1K ﹤0.01%
2,152
+16
1644
$51K ﹤0.01%
+831
1645
$50.7K ﹤0.01%
3,671
+1,000
1646
$50.6K ﹤0.01%
2,763
1647
$50.4K ﹤0.01%
616
1648
$50.4K ﹤0.01%
392
+1
1649
$50.3K ﹤0.01%
619
+328
1650
$50.1K ﹤0.01%
+1,989
64 65
66
67 68