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
2326
$10.6K ﹤0.01%
96
-20
2327
$10.6K ﹤0.01%
376
2328
$10.6K ﹤0.01%
195
2329
$10.6K ﹤0.01%
47
2330
$10.6K ﹤0.01%
28
-28
2331
$10.5K ﹤0.01%
231
2332
$10.5K ﹤0.01%
100
2333
$10.5K ﹤0.01%
1,725
-265
2334
$10.5K ﹤0.01%
45
-1
2335
$10.5K ﹤0.01%
+185
2336
$10.4K ﹤0.01%
850
2337
$10.4K ﹤0.01%
171
2338
$10.4K ﹤0.01%
90
2339
$10.4K ﹤0.01%
280
2340
$10.4K ﹤0.01%
94
2341
$10.4K ﹤0.01%
152
+2
2342
$10.4K ﹤0.01%
556
2343
$10.3K ﹤0.01%
449
2344
$10.3K ﹤0.01%
163
2345
$10.3K ﹤0.01%
296
-20
2346
$10.3K ﹤0.01%
216
2347
$10.3K ﹤0.01%
278
2348
$10.3K ﹤0.01%
185
-31
2349
$10.3K ﹤0.01%
455
+254
2350
$10.3K ﹤0.01%
+402
92 93
94
95 96