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
2076
$19.3K ﹤0.01%
900
2077
$19.3K ﹤0.01%
43
+12
2078
$19.1K ﹤0.01%
919
2079
$19K ﹤0.01%
433
+83
2080
$19K ﹤0.01%
217
-103
2081
$19K ﹤0.01%
72
+56
2082
$18.9K ﹤0.01%
140
2083
$18.8K ﹤0.01%
291
-32
2084
$18.8K ﹤0.01%
1,950
-405
2085
$18.8K ﹤0.01%
345
-46
2086
$18.8K ﹤0.01%
209
-44
2087
$18.6K ﹤0.01%
6,521
2088
$18.6K ﹤0.01%
867
-17
2089
$18.6K ﹤0.01%
505
+6
2090
$18.6K ﹤0.01%
1,005
2091
$18.5K ﹤0.01%
339
2092
$18.5K ﹤0.01%
200
2093
$18.5K ﹤0.01%
163
2094
$18.5K ﹤0.01%
230
2095
$18.4K ﹤0.01%
162
2096
$18.4K ﹤0.01%
1,016
2097
$18.4K ﹤0.01%
42
-5
2098
$18.4K ﹤0.01%
426
2099
$18.3K ﹤0.01%
308
+11
2100
$18.3K ﹤0.01%
308
82 83
84
85 86