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
1876
$31.1K ﹤0.01%
3,500
+1,309
1877
$31.1K ﹤0.01%
1,024
1878
$31.1K ﹤0.01%
286
+234
1879
$31K ﹤0.01%
156
1880
$30.9K ﹤0.01%
500
1881
$30.8K ﹤0.01%
352
+50
1882
$30.4K ﹤0.01%
673
+200
1883
$30.3K ﹤0.01%
1,087
-79
1884
$30.2K ﹤0.01%
2,234
+30
1885
$30.1K ﹤0.01%
+568
1886
$30.1K ﹤0.01%
262
+3
1887
$30K ﹤0.01%
132
1888
$29.9K ﹤0.01%
1,153
1889
$29.8K ﹤0.01%
1,579
-17
1890
$29.6K ﹤0.01%
1,297
-379
1891
$29.6K ﹤0.01%
1,132
1892
$29.4K ﹤0.01%
450
1893
$29.4K ﹤0.01%
762
+277
1894
$29.3K ﹤0.01%
2,551
-79
1895
$29.1K ﹤0.01%
1,192
+16
1896
$29K ﹤0.01%
580
+220
1897
$29K ﹤0.01%
1,302
1898
$28.7K ﹤0.01%
1,440
1899
$28.6K ﹤0.01%
176
-1
1900
$28.6K ﹤0.01%
569
-38
74 75
76
77 78