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
1726
$44.3K ﹤0.01%
2,710
1727
$44.3K ﹤0.01%
1,401
-3,817
1728
$44.2K ﹤0.01%
10,866
-609
1729
$44.2K ﹤0.01%
2,193
+106
1730
$44.1K ﹤0.01%
2,816
-400
1731
$43.9K ﹤0.01%
+698
1732
$43.9K ﹤0.01%
252
+41
1733
$43.8K ﹤0.01%
1,547
-100
1734
$43.8K ﹤0.01%
926
-13
1735
$43.4K ﹤0.01%
1,435
-2,780
1736
$43.4K ﹤0.01%
1,242
1737
$43.2K ﹤0.01%
1,424
-1,163
1738
$42.9K ﹤0.01%
197
-11
1739
$42.9K ﹤0.01%
1,014
1740
$42.8K ﹤0.01%
532
-176
1741
$42.8K ﹤0.01%
1,100
1742
$42.7K ﹤0.01%
1,686
+330
1743
$42.6K ﹤0.01%
1,399
1744
$42.5K ﹤0.01%
2,042
+8
1745
$42.4K ﹤0.01%
818
+75
1746
$42.3K ﹤0.01%
1,820
1747
$42.1K ﹤0.01%
1,005
-41
1748
$42K ﹤0.01%
728
+13
1749
$42K ﹤0.01%
815
+314
1750
$41.9K ﹤0.01%
684
+3
68 69
70
71 72