HI

Harbour Investments Portfolio holdings

AUM $4.93B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,165
New
Increased
Reduced
Closed

Top Buys

1 +$9.45M
2 +$6.57M
3 +$5.6M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$5.46M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.34M

Sector Composition

1 Technology 5.07%
2 Consumer Staples 2.63%
3 Financials 2.33%
4 Consumer Discretionary 2.16%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
-114
3127
-3,740
3128
-330
3129
-400
3130
-2
3131
-50
3132
-100
3133
-800
3134
-3,500
3135
-490
3136
-200
3137
-491
3138
-774
3139
-275
3140
-2
3141
-400
3142
-250
3143
-1,800
3144
0
3145
0
3146
-1
3147
-250
3148
-2,050
3149
0
3150
-2,618