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
2026
$21.2K ﹤0.01%
784
2027
$21.2K ﹤0.01%
300
2028
$21.2K ﹤0.01%
2,275
2029
$21.1K ﹤0.01%
461
+3
2030
$21.1K ﹤0.01%
+494
2031
$21.1K ﹤0.01%
700
+8
2032
$21K ﹤0.01%
675
2033
$20.8K ﹤0.01%
1,465
-203
2034
$20.8K ﹤0.01%
472
2035
$20.7K ﹤0.01%
1,200
2036
$20.7K ﹤0.01%
98
+4
2037
$20.6K ﹤0.01%
439
+149
2038
$20.6K ﹤0.01%
330
+1
2039
$20.6K ﹤0.01%
2,000
2040
$20.6K ﹤0.01%
142
-42
2041
$20.5K ﹤0.01%
2,477
-6,910
2042
$20.5K ﹤0.01%
252
-50
2043
$20.5K ﹤0.01%
794
-385
2044
$20.5K ﹤0.01%
590
-162
2045
$20.5K ﹤0.01%
838
2046
$20.5K ﹤0.01%
516
+94
2047
$20.4K ﹤0.01%
2,650
+8
2048
$20.3K ﹤0.01%
50
2049
$20.3K ﹤0.01%
641
2050
$20.3K ﹤0.01%
+1,445
80 81
82
83 84