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
1676
$48K ﹤0.01%
1,012
+15
1677
$47.9K ﹤0.01%
1,029
+566
1678
$47.9K ﹤0.01%
1,665
+165
1679
$47.8K ﹤0.01%
728
+10
1680
$47.6K ﹤0.01%
2,390
+225
1681
$47.6K ﹤0.01%
2,422
+52
1682
$47.5K ﹤0.01%
2,478
+896
1683
$47.5K ﹤0.01%
491
-12
1684
$47.4K ﹤0.01%
403
-12
1685
$47.3K ﹤0.01%
991
+641
1686
$47.2K ﹤0.01%
852
1687
$47.1K ﹤0.01%
2,000
1688
$47.1K ﹤0.01%
11,090
1689
$47.1K ﹤0.01%
1,352
1690
$47.1K ﹤0.01%
1,556
-240
1691
$47.1K ﹤0.01%
714
1692
$47.1K ﹤0.01%
348
1693
$46.9K ﹤0.01%
1,685
1694
$46.9K ﹤0.01%
2,038
+11
1695
$46.6K ﹤0.01%
2,256
1696
$46.5K ﹤0.01%
1,330
+1,325
1697
$46.5K ﹤0.01%
861
-2
1698
$46.4K ﹤0.01%
+459
1699
$46.3K ﹤0.01%
10,205
1700
$46.3K ﹤0.01%
1,102
66 67
68
69 70