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
1926
$26.7K ﹤0.01%
440
+3
1927
$26.6K ﹤0.01%
827
+3
1928
$26.4K ﹤0.01%
1,293
1929
$26.4K ﹤0.01%
513
+3
1930
$26.3K ﹤0.01%
137
-23
1931
$26.3K ﹤0.01%
60
-7
1932
$26.2K ﹤0.01%
385
+55
1933
$26.1K ﹤0.01%
1,190
1934
$26.1K ﹤0.01%
218
1935
$26.1K ﹤0.01%
53
-41
1936
$26.1K ﹤0.01%
634
1937
$26K ﹤0.01%
733
-1,880
1938
$26K ﹤0.01%
196
-18
1939
$25.9K ﹤0.01%
163
-111
1940
$25.8K ﹤0.01%
700
1941
$25.8K ﹤0.01%
1,072
+6
1942
$25.8K ﹤0.01%
380
1943
$25.8K ﹤0.01%
109
+7
1944
$25.8K ﹤0.01%
167
1945
$25.8K ﹤0.01%
+986
1946
$25.6K ﹤0.01%
1,697
1947
$25.5K ﹤0.01%
14,180
-1,450
1948
$25.3K ﹤0.01%
+242
1949
$25.3K ﹤0.01%
679
-151
1950
$25.3K ﹤0.01%
604
76 77
78
79 80