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
2051
$20.3K ﹤0.01%
2,167
2052
$20.2K ﹤0.01%
155
+43
2053
$20.2K ﹤0.01%
428
+7
2054
$20.2K ﹤0.01%
1,245
2055
$20.1K ﹤0.01%
161
-56
2056
$20.1K ﹤0.01%
445
2057
$20.1K ﹤0.01%
1,250
2058
$20.1K ﹤0.01%
642
+22
2059
$20K ﹤0.01%
194
2060
$20K ﹤0.01%
+13,000
2061
$20K ﹤0.01%
1,661
-120
2062
$20K ﹤0.01%
486
-128
2063
$19.9K ﹤0.01%
250
-56
2064
$19.8K ﹤0.01%
1,070
2065
$19.8K ﹤0.01%
353
+45
2066
$19.7K ﹤0.01%
151
+43
2067
$19.6K ﹤0.01%
435
-194
2068
$19.5K ﹤0.01%
642
2069
$19.5K ﹤0.01%
36
-1
2070
$19.5K ﹤0.01%
857
2071
$19.5K ﹤0.01%
+3,297
2072
$19.4K ﹤0.01%
369
+10
2073
$19.4K ﹤0.01%
1,276
2074
$19.4K ﹤0.01%
181
2075
$19.3K ﹤0.01%
2,725
-289
81 82
83
84 85