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
1651
$50K ﹤0.01%
1,654
1652
$50K ﹤0.01%
453
1653
$49.9K ﹤0.01%
+5,411
1654
$49.8K ﹤0.01%
2,050
1655
$49.5K ﹤0.01%
171
-45
1656
$49.4K ﹤0.01%
1,535
1657
$49.4K ﹤0.01%
1,411
1658
$49.3K ﹤0.01%
317
-132
1659
$49.1K ﹤0.01%
1,070
-200
1660
$49.1K ﹤0.01%
1,650
+12
1661
$49.1K ﹤0.01%
448
+2
1662
$48.9K ﹤0.01%
822
+30
1663
$48.8K ﹤0.01%
234
1664
$48.7K ﹤0.01%
975
+3
1665
$48.6K ﹤0.01%
1,760
+340
1666
$48.6K ﹤0.01%
1,050
1667
$48.5K ﹤0.01%
179
-47
1668
$48.5K ﹤0.01%
96
+2
1669
$48.4K ﹤0.01%
324
+10
1670
$48.4K ﹤0.01%
3,709
1671
$48.4K ﹤0.01%
4,788
1672
$48.3K ﹤0.01%
961
-1,560
1673
$48.1K ﹤0.01%
6,253
+51
1674
$48K ﹤0.01%
1,056
+576
1675
$48K ﹤0.01%
223
+5
65 66
67
68 69