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
2426
$8.37K ﹤0.01%
182
+31
2427
$8.36K ﹤0.01%
33
2428
$8.34K ﹤0.01%
287
-799
2429
$8.31K ﹤0.01%
+227
2430
$8.3K ﹤0.01%
500
2431
$8.3K ﹤0.01%
1,190
+40
2432
$8.3K ﹤0.01%
+316
2433
$8.3K ﹤0.01%
1,005
2434
$8.29K ﹤0.01%
251
2435
$8.29K ﹤0.01%
52
-8
2436
$8.29K ﹤0.01%
+180
2437
$8.28K ﹤0.01%
3,271
+98
2438
$8.26K ﹤0.01%
+526
2439
$8.2K ﹤0.01%
277
2440
$8.18K ﹤0.01%
206
+17
2441
$8.16K ﹤0.01%
+132
2442
$8.16K ﹤0.01%
230
+14
2443
$8.16K ﹤0.01%
646
2444
$8.12K ﹤0.01%
125
2445
$8.12K ﹤0.01%
100
2446
$8.1K ﹤0.01%
90
-170
2447
$8.07K ﹤0.01%
91
2448
$8.06K ﹤0.01%
160
2449
$8.03K ﹤0.01%
433
2450
$8.03K ﹤0.01%
+270
96 97
98
99 100