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
1751
$41.9K ﹤0.01%
+854
1752
$41.7K ﹤0.01%
2,098
-1,227
1753
$41.7K ﹤0.01%
1,011
-426
1754
$41.7K ﹤0.01%
235
1755
$41.6K ﹤0.01%
500
-125
1756
$41.5K ﹤0.01%
1,439
+200
1757
$41.3K ﹤0.01%
213
+3
1758
$41.2K ﹤0.01%
1,788
+1,213
1759
$41.2K ﹤0.01%
1,548
+1,185
1760
$40.8K ﹤0.01%
1,500
+186
1761
$40.7K ﹤0.01%
+908
1762
$40.3K ﹤0.01%
1,234
-64
1763
$40.2K ﹤0.01%
499
1764
$40.2K ﹤0.01%
256
-411
1765
$40.2K ﹤0.01%
510
1766
$40.2K ﹤0.01%
+793
1767
$40K ﹤0.01%
500
1768
$39.9K ﹤0.01%
+1,594
1769
$39.9K ﹤0.01%
381
-46
1770
$39.9K ﹤0.01%
2,763
+1,000
1771
$39.8K ﹤0.01%
1,263
1772
$39.6K ﹤0.01%
813
+392
1773
$39.5K ﹤0.01%
727
+223
1774
$39.5K ﹤0.01%
3,383
+465
1775
$39.5K ﹤0.01%
343
+47
69 70
71
72 73