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
2351
$10.3K ﹤0.01%
788
2352
$10.2K ﹤0.01%
725
2353
$10.2K ﹤0.01%
17
2354
$10.2K ﹤0.01%
1,141
-100
2355
$10.1K ﹤0.01%
450
2356
$10.1K ﹤0.01%
240
2357
$10.1K ﹤0.01%
123
2358
$10K ﹤0.01%
91
-9
2359
$10K ﹤0.01%
37
-7
2360
$10K ﹤0.01%
2,000
2361
$9.99K ﹤0.01%
29
-2
2362
$9.98K ﹤0.01%
98
2363
$9.96K ﹤0.01%
132
-6
2364
$9.95K ﹤0.01%
86
+70
2365
$9.87K ﹤0.01%
111
+11
2366
$9.87K ﹤0.01%
377
2367
$9.83K ﹤0.01%
101
-9
2368
$9.82K ﹤0.01%
770
+264
2369
$9.79K ﹤0.01%
308
+300
2370
$9.75K ﹤0.01%
266
+24
2371
$9.72K ﹤0.01%
586
+208
2372
$9.65K ﹤0.01%
429
+2
2373
$9.64K ﹤0.01%
300
-100
2374
$9.61K ﹤0.01%
32
-11
2375
$9.56K ﹤0.01%
185
-229
93 94
95
96 97