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
2201
$14.6K ﹤0.01%
+34
2202
$14.5K ﹤0.01%
836
2203
$14.5K ﹤0.01%
380
2204
$14.5K ﹤0.01%
289
+2
2205
$14.5K ﹤0.01%
648
2206
$14.5K ﹤0.01%
1,249
2207
$14.4K ﹤0.01%
1,199
2208
$14.4K ﹤0.01%
400
2209
$14.3K ﹤0.01%
236
2210
$14.3K ﹤0.01%
170
2211
$14.2K ﹤0.01%
341
-13
2212
$14.2K ﹤0.01%
72
2213
$14.2K ﹤0.01%
441
2214
$14.2K ﹤0.01%
134
2215
$14.2K ﹤0.01%
209
-17
2216
$14.1K ﹤0.01%
814
2217
$14.1K ﹤0.01%
81
2218
$14.1K ﹤0.01%
345
-220
2219
$14.1K ﹤0.01%
195
2220
$14.1K ﹤0.01%
2,412
+914
2221
$14K ﹤0.01%
400
-934
2222
$13.9K ﹤0.01%
1,000
2223
$13.9K ﹤0.01%
332
-1,914
2224
$13.8K ﹤0.01%
139
2225
$13.8K ﹤0.01%
970
87 88
89
90 91