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
2151
$16K ﹤0.01%
711
+486
2152
$16K ﹤0.01%
3,139
+212
2153
$16K ﹤0.01%
1,640
2154
$16K ﹤0.01%
238
+6
2155
$16K ﹤0.01%
1,334
2156
$16K ﹤0.01%
640
2157
$15.9K ﹤0.01%
706
2158
$15.9K ﹤0.01%
193
+1
2159
$15.9K ﹤0.01%
88
-21
2160
$15.8K ﹤0.01%
323
2161
$15.7K ﹤0.01%
197
+27
2162
$15.7K ﹤0.01%
41
+12
2163
$15.7K ﹤0.01%
827
+19
2164
$15.7K ﹤0.01%
606
2165
$15.7K ﹤0.01%
182
2166
$15.7K ﹤0.01%
1,123
2167
$15.6K ﹤0.01%
98
-337
2168
$15.6K ﹤0.01%
342
2169
$15.6K ﹤0.01%
1,123
+8
2170
$15.6K ﹤0.01%
741
-1,264
2171
$15.6K ﹤0.01%
537
2172
$15.5K ﹤0.01%
408
2173
$15.4K ﹤0.01%
453
2174
$15.4K ﹤0.01%
339
2175
$15.4K ﹤0.01%
+437
85 86
87
88 89