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
2101
$18.3K ﹤0.01%
206
2102
$18.1K ﹤0.01%
220
2103
$18.1K ﹤0.01%
596
2104
$18.1K ﹤0.01%
350
+345
2105
$18.1K ﹤0.01%
1,464
+16
2106
$18.1K ﹤0.01%
752
+740
2107
$18.1K ﹤0.01%
351
-3
2108
$18K ﹤0.01%
3,007
2109
$18K ﹤0.01%
46
2110
$18K ﹤0.01%
837
+14
2111
$17.9K ﹤0.01%
430
2112
$17.9K ﹤0.01%
729
+7
2113
$17.9K ﹤0.01%
680
2114
$17.7K ﹤0.01%
851
-603
2115
$17.6K ﹤0.01%
397
+15
2116
$17.5K ﹤0.01%
137
+13
2117
$17.5K ﹤0.01%
354
-72
2118
$17.4K ﹤0.01%
242
+13
2119
$17.4K ﹤0.01%
701
2120
$17.2K ﹤0.01%
770
2121
$17.1K ﹤0.01%
230
2122
$17.1K ﹤0.01%
467
-6
2123
$17.1K ﹤0.01%
227
-53
2124
$17K ﹤0.01%
51
2125
$17K ﹤0.01%
434
+319
83 84
85
86 87