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

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
2401
$8.87K ﹤0.01%
95
2402
$8.86K ﹤0.01%
328
2403
$8.82K ﹤0.01%
114
+5
2404
$8.82K ﹤0.01%
174
2405
$8.8K ﹤0.01%
114
+90
2406
$8.8K ﹤0.01%
760
-2
2407
$8.79K ﹤0.01%
31
2408
$8.76K ﹤0.01%
721
+57
2409
$8.73K ﹤0.01%
52
2410
$8.73K ﹤0.01%
734
+435
2411
$8.72K ﹤0.01%
207
2412
$8.72K ﹤0.01%
200
2413
$8.71K ﹤0.01%
200
2414
$8.7K ﹤0.01%
261
2415
$8.66K ﹤0.01%
+308
2416
$8.65K ﹤0.01%
204
2417
$8.62K ﹤0.01%
+1,100
2418
$8.57K ﹤0.01%
936
+400
2419
$8.57K ﹤0.01%
243
2420
$8.52K ﹤0.01%
281
2421
$8.52K ﹤0.01%
1,025
2422
$8.51K ﹤0.01%
1,075
+875
2423
$8.46K ﹤0.01%
85
-102
2424
$8.41K ﹤0.01%
106
2425
$8.37K ﹤0.01%
300