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
2251
$12.6K ﹤0.01%
246
+7
2252
$12.6K ﹤0.01%
8,600
2253
$12.5K ﹤0.01%
151
2254
$12.5K ﹤0.01%
+830
2255
$12.5K ﹤0.01%
95
-1
2256
$12.5K ﹤0.01%
276
+31
2257
$12.4K ﹤0.01%
498
+62
2258
$12.4K ﹤0.01%
43
+6
2259
$12.4K ﹤0.01%
5,484
-396
2260
$12.3K ﹤0.01%
155
2261
$12.3K ﹤0.01%
323
+175
2262
$12.3K ﹤0.01%
388
2263
$12.3K ﹤0.01%
200
2264
$12.3K ﹤0.01%
72
2265
$12.3K ﹤0.01%
301
+300
2266
$12.2K ﹤0.01%
477
+276
2267
$12.2K ﹤0.01%
132
+102
2268
$12.2K ﹤0.01%
1,907
2269
$12.1K ﹤0.01%
396
+3
2270
$12.1K ﹤0.01%
45
+3
2271
$12K ﹤0.01%
162
+127
2272
$12K ﹤0.01%
13
2273
$12K ﹤0.01%
356
+58
2274
$12K ﹤0.01%
538
2275
$12K ﹤0.01%
1,127
+11
89 90
91
92 93