HI

Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.48B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,808
New
Increased
Reduced
Closed

Top Buys

1 +$52.8M
2 +$52.4M
3 +$50.6M
4
AAPL icon
Apple
AAPL
+$49.1M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$45.3M

Top Sells

1 +$42M
2 +$25.1M
3 +$22.9M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$22.7M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$16.1M

Sector Composition

1 Technology 5.62%
2 Healthcare 2.88%
3 Industrials 2.58%
4 Financials 2.46%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OS
4801
DELISTED
OneStream Inc
OS
-172
SMHX
4802
VanEck Fabless Semiconductor ETF
SMHX
$286M
-120
AOCT
4803
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$49.7M
-5,476
CLYM
4804
Climb Bio
CLYM
$625M
-2,000