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
1701
$46.1K ﹤0.01%
629
-27
1702
$46K ﹤0.01%
268
+3
1703
$46K ﹤0.01%
237
+143
1704
$46K ﹤0.01%
+2,250
1705
$46K ﹤0.01%
428
1706
$46K ﹤0.01%
370
+50
1707
$45.8K ﹤0.01%
621
-14
1708
$45.7K ﹤0.01%
+1,638
1709
$45.7K ﹤0.01%
141
-12
1710
$45.7K ﹤0.01%
32
+1
1711
$45.4K ﹤0.01%
1,764
-72
1712
$45.4K ﹤0.01%
1,213
1713
$45.4K ﹤0.01%
825
-176
1714
$45.3K ﹤0.01%
154
+5
1715
$45.2K ﹤0.01%
950
1716
$45K ﹤0.01%
494
+2
1717
$45K ﹤0.01%
683
1718
$45K ﹤0.01%
331
-4
1719
$44.9K ﹤0.01%
1,155
+642
1720
$44.8K ﹤0.01%
1,756
+1,115
1721
$44.8K ﹤0.01%
360
-12
1722
$44.6K ﹤0.01%
1,459
+58
1723
$44.6K ﹤0.01%
7,317
1724
$44.5K ﹤0.01%
416
+51
1725
$44.5K ﹤0.01%
2,166
+455
67 68
69
70 71