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
2226
$13.8K ﹤0.01%
1,223
2227
$13.6K ﹤0.01%
460
-346
2228
$13.6K ﹤0.01%
422
2229
$13.5K ﹤0.01%
506
+12
2230
$13.4K ﹤0.01%
214
-7
2231
$13.4K ﹤0.01%
500
2232
$13.3K ﹤0.01%
184
-100
2233
$13.3K ﹤0.01%
250
-131
2234
$13.3K ﹤0.01%
+338
2235
$13.2K ﹤0.01%
260
2236
$13.1K ﹤0.01%
643
+5
2237
$13.1K ﹤0.01%
270
2238
$13.1K ﹤0.01%
+524
2239
$13.1K ﹤0.01%
537
-96
2240
$13K ﹤0.01%
360
2241
$13K ﹤0.01%
719
+57
2242
$12.9K ﹤0.01%
1,864
2243
$12.9K ﹤0.01%
6,100
2244
$12.8K ﹤0.01%
384
+23
2245
$12.8K ﹤0.01%
451
2246
$12.7K ﹤0.01%
262
2247
$12.7K ﹤0.01%
52
-3
2248
$12.7K ﹤0.01%
21
2249
$12.6K ﹤0.01%
102
+16
2250
$12.6K ﹤0.01%
273
-13
88 89
90
91 92