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
2451
$8.02K ﹤0.01%
65
+1
2452
$7.99K ﹤0.01%
+320
2453
$7.96K ﹤0.01%
611
+11
2454
$7.95K ﹤0.01%
362
-39
2455
$7.94K ﹤0.01%
45
-12
2456
$7.92K ﹤0.01%
165
2457
$7.91K ﹤0.01%
4,850
2458
$7.91K ﹤0.01%
351
+231
2459
$7.91K ﹤0.01%
267
+2
2460
$7.89K ﹤0.01%
103
+1
2461
$7.87K ﹤0.01%
300
2462
$7.86K ﹤0.01%
455
+70
2463
$7.82K ﹤0.01%
58
+14
2464
$7.78K ﹤0.01%
104
2465
$7.77K ﹤0.01%
75
+4
2466
$7.75K ﹤0.01%
369
2467
$7.71K ﹤0.01%
164
2468
$7.68K ﹤0.01%
837
2469
$7.66K ﹤0.01%
76
+60
2470
$7.61K ﹤0.01%
64
+1
2471
$7.6K ﹤0.01%
1,322
2472
$7.59K ﹤0.01%
+236
2473
$7.58K ﹤0.01%
67
+51
2474
$7.56K ﹤0.01%
257
-120
2475
$7.55K ﹤0.01%
+175
97 98
99
100 101