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
1776
$39.4K ﹤0.01%
1,431
+27
1777
$39.4K ﹤0.01%
585
-147
1778
$39.4K ﹤0.01%
250
1779
$39.4K ﹤0.01%
733
+2
1780
$39.3K ﹤0.01%
613
1781
$39.1K ﹤0.01%
1,363
1782
$39K ﹤0.01%
+315
1783
$39K ﹤0.01%
377
+125
1784
$38.8K ﹤0.01%
1,070
+399
1785
$38.6K ﹤0.01%
+1,900
1786
$38.5K ﹤0.01%
1,800
1787
$38.5K ﹤0.01%
1,521
-2,079
1788
$38.5K ﹤0.01%
1,134
-1,892
1789
$38.4K ﹤0.01%
1,130
1790
$38.4K ﹤0.01%
421
1791
$38.4K ﹤0.01%
3,566
+1,009
1792
$38.3K ﹤0.01%
452
1793
$38.3K ﹤0.01%
249
+1
1794
$38K ﹤0.01%
375
+125
1795
$37.9K ﹤0.01%
2,521
+19
1796
$37.9K ﹤0.01%
208
-20
1797
$37.8K ﹤0.01%
1,167
1798
$37.7K ﹤0.01%
887
1799
$37.5K ﹤0.01%
852
1800
$37.3K ﹤0.01%
762
70 71
72
73 74