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
1851
$33.5K ﹤0.01%
+546
1852
$33.4K ﹤0.01%
721
1853
$33.4K ﹤0.01%
1,500
1854
$33.3K ﹤0.01%
280
-30
1855
$33.2K ﹤0.01%
2,065
1856
$33.2K ﹤0.01%
+1,236
1857
$33.2K ﹤0.01%
1,184
1858
$33.1K ﹤0.01%
171
-6
1859
$33.1K ﹤0.01%
2,297
-2,033
1860
$33.1K ﹤0.01%
14,250
1861
$32.9K ﹤0.01%
250
1862
$32.9K ﹤0.01%
+1,845
1863
$32.8K ﹤0.01%
758
+12
1864
$32.5K ﹤0.01%
600
1865
$32.5K ﹤0.01%
812
1866
$32.5K ﹤0.01%
623
+9
1867
$32.5K ﹤0.01%
400
1868
$32.5K ﹤0.01%
931
+231
1869
$32.5K ﹤0.01%
936
1870
$31.9K ﹤0.01%
512
-244
1871
$31.9K ﹤0.01%
+94
1872
$31.8K ﹤0.01%
1,437
-13
1873
$31.7K ﹤0.01%
733
-170
1874
$31.3K ﹤0.01%
1,491
+616
1875
$31.2K ﹤0.01%
1,060
73 74
75
76 77