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
2176
$15.4K ﹤0.01%
490
2177
$15.3K ﹤0.01%
1,408
2178
$15.3K ﹤0.01%
67
+9
2179
$15.3K ﹤0.01%
174
+67
2180
$15.3K ﹤0.01%
750
+11
2181
$15.3K ﹤0.01%
1,220
+1,200
2182
$15.3K ﹤0.01%
2,111
+50
2183
$15.3K ﹤0.01%
438
-456
2184
$15.2K ﹤0.01%
568
2185
$15.2K ﹤0.01%
323
2186
$15.1K ﹤0.01%
500
2187
$15K ﹤0.01%
459
+13
2188
$15K ﹤0.01%
47
-7
2189
$15K ﹤0.01%
2,580
-156
2190
$14.9K ﹤0.01%
39
2191
$14.9K ﹤0.01%
241
2192
$14.9K ﹤0.01%
+51
2193
$14.8K ﹤0.01%
212
2194
$14.8K ﹤0.01%
1,194
2195
$14.8K ﹤0.01%
89
2196
$14.7K ﹤0.01%
44
2197
$14.7K ﹤0.01%
577
+180
2198
$14.7K ﹤0.01%
250
-13
2199
$14.6K ﹤0.01%
697
+5
2200
$14.6K ﹤0.01%
275
-371
86 87
88
89 90