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
1976
$23.9K ﹤0.01%
1,196
1977
$23.8K ﹤0.01%
71
1978
$23.7K ﹤0.01%
4,718
+1,200
1979
$23.7K ﹤0.01%
+900
1980
$23.7K ﹤0.01%
264
-6,500
1981
$23.7K ﹤0.01%
133
-2
1982
$23.7K ﹤0.01%
521
1983
$23.7K ﹤0.01%
330
1984
$23.5K ﹤0.01%
901
1985
$23.5K ﹤0.01%
1,465
+842
1986
$23.3K ﹤0.01%
475
-66
1987
$23.3K ﹤0.01%
63
1988
$23.3K ﹤0.01%
+5,750
1989
$23.3K ﹤0.01%
1,325
1990
$23.2K ﹤0.01%
1,000
1991
$23.1K ﹤0.01%
388
+276
1992
$23K ﹤0.01%
469
+171
1993
$22.9K ﹤0.01%
788
+88
1994
$22.8K ﹤0.01%
482
+97
1995
$22.7K ﹤0.01%
447
+27
1996
$22.6K ﹤0.01%
594
+15
1997
$22.6K ﹤0.01%
236
-4
1998
$22.6K ﹤0.01%
+434
1999
$22.5K ﹤0.01%
2,300
-481
2000
$22.5K ﹤0.01%
1,019
78 79
80
81 82