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
2001
$22.5K ﹤0.01%
1,776
+186
2002
$22.4K ﹤0.01%
557
2003
$22.4K ﹤0.01%
300
2004
$22.3K ﹤0.01%
731
2005
$22.2K ﹤0.01%
85
2006
$22.1K ﹤0.01%
741
2007
$22.1K ﹤0.01%
786
2008
$22.1K ﹤0.01%
1,732
2009
$22.1K ﹤0.01%
7
-1
2010
$22K ﹤0.01%
1,425
+425
2011
$22K ﹤0.01%
670
2012
$21.9K ﹤0.01%
501
2013
$21.9K ﹤0.01%
841
-14
2014
$21.9K ﹤0.01%
854
2015
$21.9K ﹤0.01%
521
+154
2016
$21.9K ﹤0.01%
61
+1
2017
$21.8K ﹤0.01%
747
2018
$21.8K ﹤0.01%
+5,486
2019
$21.7K ﹤0.01%
556
2020
$21.7K ﹤0.01%
816
+3
2021
$21.6K ﹤0.01%
354
-228
2022
$21.5K ﹤0.01%
273
2023
$21.5K ﹤0.01%
215
-27
2024
$21.5K ﹤0.01%
617
2025
$21.2K ﹤0.01%
1,457
+12
79 80
81
82 83