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
2301
$11.2K ﹤0.01%
331
2302
$11.1K ﹤0.01%
+1,300
2303
$11.1K ﹤0.01%
225
2304
$11K ﹤0.01%
328
2305
$11K ﹤0.01%
1,487
-34
2306
$11K ﹤0.01%
+459
2307
$11K ﹤0.01%
1,765
-878
2308
$11K ﹤0.01%
+439
2309
$11K ﹤0.01%
134
2310
$11K ﹤0.01%
440
2311
$11K ﹤0.01%
185
2312
$10.9K ﹤0.01%
1,966
+42
2313
$10.9K ﹤0.01%
147
-27
2314
$10.9K ﹤0.01%
169
-299
2315
$10.9K ﹤0.01%
131
+86
2316
$10.8K ﹤0.01%
+4,000
2317
$10.7K ﹤0.01%
296
2318
$10.7K ﹤0.01%
307
2319
$10.7K ﹤0.01%
135
-99
2320
$10.7K ﹤0.01%
93
-5
2321
$10.7K ﹤0.01%
162
-21
2322
$10.7K ﹤0.01%
+202
2323
$10.6K ﹤0.01%
833
2324
$10.6K ﹤0.01%
965
2325
$10.6K ﹤0.01%
141
91 92
93
94 95