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
2276
$11.9K ﹤0.01%
60
+1
2277
$11.9K ﹤0.01%
200
2278
$11.9K ﹤0.01%
422
2279
$11.9K ﹤0.01%
345
2280
$11.8K ﹤0.01%
400
2281
$11.8K ﹤0.01%
60
+10
2282
$11.8K ﹤0.01%
590
2283
$11.8K ﹤0.01%
179
2284
$11.7K ﹤0.01%
4,655
+148
2285
$11.7K ﹤0.01%
1,216
2286
$11.7K ﹤0.01%
1,162
2287
$11.7K ﹤0.01%
250
2288
$11.6K ﹤0.01%
+447
2289
$11.5K ﹤0.01%
180
2290
$11.5K ﹤0.01%
66
2291
$11.5K ﹤0.01%
452
-205
2292
$11.4K ﹤0.01%
198
2293
$11.4K ﹤0.01%
876
-1,000
2294
$11.4K ﹤0.01%
47
+4
2295
$11.3K ﹤0.01%
57
+6
2296
$11.3K ﹤0.01%
273
-130
2297
$11.3K ﹤0.01%
300
2298
$11.2K ﹤0.01%
3,437
+928
2299
$11.2K ﹤0.01%
237
+5
2300
$11.2K ﹤0.01%
440
90 91
92
93 94