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
2376
$9.55K ﹤0.01%
116
-126
2377
$9.53K ﹤0.01%
+43
2378
$9.45K ﹤0.01%
+291
2379
$9.43K ﹤0.01%
4,471
+1,694
2380
$9.35K ﹤0.01%
358
+2
2381
$9.33K ﹤0.01%
364
+2
2382
$9.33K ﹤0.01%
179
2383
$9.28K ﹤0.01%
1,910
2384
$9.25K ﹤0.01%
327
-2,897
2385
$9.24K ﹤0.01%
725
2386
$9.22K ﹤0.01%
39
-9
2387
$9.21K ﹤0.01%
36
2388
$9.19K ﹤0.01%
+173
2389
$9.17K ﹤0.01%
84
2390
$9.16K ﹤0.01%
256
+1
2391
$9.13K ﹤0.01%
1,443
+22
2392
$9.08K ﹤0.01%
85
2393
$9.02K ﹤0.01%
141
+125
2394
$9.02K ﹤0.01%
70
2395
$9K ﹤0.01%
715
+555
2396
$8.98K ﹤0.01%
316
2397
$8.93K ﹤0.01%
164
2398
$8.92K ﹤0.01%
180
2399
$8.89K ﹤0.01%
370
+41
2400
$8.88K ﹤0.01%
312
94 95
96
97 98