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
1951
$25.2K ﹤0.01%
209
1952
$25.1K ﹤0.01%
245
+30
1953
$25.1K ﹤0.01%
1,110
1954
$25.1K ﹤0.01%
471
1955
$25.1K ﹤0.01%
600
1956
$25K ﹤0.01%
1,418
1957
$25K ﹤0.01%
950
+1
1958
$24.9K ﹤0.01%
58
-3
1959
$24.9K ﹤0.01%
1,753
1960
$24.9K ﹤0.01%
2,482
+615
1961
$24.8K ﹤0.01%
1,500
1962
$24.7K ﹤0.01%
786
+361
1963
$24.6K ﹤0.01%
753
-159
1964
$24.6K ﹤0.01%
17,200
1965
$24.6K ﹤0.01%
9,000
1966
$24.5K ﹤0.01%
257
-264
1967
$24.5K ﹤0.01%
1,625
1968
$24.4K ﹤0.01%
1,047
-26
1969
$24.3K ﹤0.01%
395
+57
1970
$24.3K ﹤0.01%
988
1971
$24.3K ﹤0.01%
229
-16
1972
$24.1K ﹤0.01%
836
1973
$24K ﹤0.01%
1,225
1974
$23.9K ﹤0.01%
2,460
+2,000
1975
$23.9K ﹤0.01%
194
77 78
79
80 81