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
2126
$16.9K ﹤0.01%
450
-300
2127
$16.9K ﹤0.01%
1,009
2128
$16.9K ﹤0.01%
337
+122
2129
$16.8K ﹤0.01%
118
+5
2130
$16.8K ﹤0.01%
153
2131
$16.8K ﹤0.01%
981
2132
$16.7K ﹤0.01%
349
-12
2133
$16.7K ﹤0.01%
100
-17
2134
$16.6K ﹤0.01%
1,552
-110
2135
$16.5K ﹤0.01%
110
2136
$16.5K ﹤0.01%
1,703
-387
2137
$16.5K ﹤0.01%
624
-77
2138
$16.5K ﹤0.01%
692
-359
2139
$16.4K ﹤0.01%
317
2140
$16.4K ﹤0.01%
664
2141
$16.4K ﹤0.01%
177
+45
2142
$16.4K ﹤0.01%
1,000
+500
2143
$16.3K ﹤0.01%
226
2144
$16.3K ﹤0.01%
237
2145
$16.2K ﹤0.01%
783
2146
$16.2K ﹤0.01%
504
2147
$16.2K ﹤0.01%
154
+2
2148
$16.1K ﹤0.01%
504
+300
2149
$16.1K ﹤0.01%
124
2150
$16K ﹤0.01%
81
84 85
86
87 88