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
201
$2.78M 0.08%
35,177
-1,641
202
$2.77M 0.08%
29,709
-646
203
$2.76M 0.08%
66,085
+5,721
204
$2.76M 0.08%
99,492
+22,296
205
$2.75M 0.08%
36,246
+755
206
$2.72M 0.08%
56,524
-805
207
$2.68M 0.08%
42,161
+28,379
208
$2.67M 0.08%
32,198
-1,834
209
$2.66M 0.08%
+78,955
210
$2.66M 0.08%
107,955
-9,888
211
$2.66M 0.08%
+99,650
212
$2.63M 0.08%
52,153
-11,422
213
$2.62M 0.08%
5,286
-160
214
$2.61M 0.08%
27,997
+1,057
215
$2.61M 0.08%
122,458
+119,850
216
$2.61M 0.08%
19,240
+9,230
217
$2.56M 0.08%
6,548
+182
218
$2.56M 0.08%
109,395
+108,104
219
$2.55M 0.08%
47,985
+875
220
$2.55M 0.08%
95,697
-4,402
221
$2.55M 0.08%
67,982
-1,255
222
$2.53M 0.08%
60,288
+3,296
223
$2.52M 0.08%
49,428
+1,184
224
$2.52M 0.08%
54,250
+11,002
225
$2.52M 0.08%
26,173
-1,405
7 8
9
10 11