HI
Harbour Investments Portfolio holdings
AUM
$3.95B
1-Year Return
13.24%
This Quarter Return
+5.31%
1 Year Return
+13.24%
3 Year Return
+47.75%
5 Year Return
–
10 Year Return
–
AUM
$2.02B
AUM Growth
+$186M
(+10%)
Cap. Flow
+$101M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
26.58%
Holding
3,165
New
167
Increased
994
Reduced
837
Closed
135
Top Buys
| 1 |
FT Vest Growth-100 Buffer ETF June
QJUN
|
$9.95M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.94M |
| 3 |
Invesco QQQ Trust
QQQ
|
$6.15M |
| 4 |
FT Vest US Equity Buffer ETF June
FJUN
|
$5.77M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$5.26M |
Top Sells
Sector Composition
| 1 | Technology | 5.07% |
| 2 | Consumer Staples | 2.63% |
| 3 | Financials | 2.33% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Healthcare | 2.01% |
