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
1826
$35.4K ﹤0.01%
222
1827
$35.3K ﹤0.01%
200
-8
1828
$35.3K ﹤0.01%
194
+11
1829
$35.2K ﹤0.01%
200
-101
1830
$35K ﹤0.01%
338
+1
1831
$34.9K ﹤0.01%
133
+5
1832
$34.9K ﹤0.01%
529
1833
$34.9K ﹤0.01%
2,150
-8
1834
$34.8K ﹤0.01%
1,073
1835
$34.7K ﹤0.01%
1,875
1836
$34.6K ﹤0.01%
4,702
-1,000
1837
$34.5K ﹤0.01%
1,471
+11
1838
$34.4K ﹤0.01%
2,556
-385
1839
$34.4K ﹤0.01%
1,363
1840
$34.2K ﹤0.01%
1,263
+142
1841
$34.2K ﹤0.01%
152
1842
$34.2K ﹤0.01%
1,333
1843
$34.1K ﹤0.01%
+1,008
1844
$33.8K ﹤0.01%
213
+3
1845
$33.8K ﹤0.01%
885
+5
1846
$33.8K ﹤0.01%
1,196
+2
1847
$33.7K ﹤0.01%
1,270
1848
$33.7K ﹤0.01%
311
+1
1849
$33.6K ﹤0.01%
861
-13
1850
$33.6K ﹤0.01%
713
-1,325
72 73
74
75 76