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
$1.64B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,188
New
Increased
Reduced
Closed

Top Buys

1 +$28.2M
2 +$19.5M
3 +$16.6M
4
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$9.62M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.5M

Sector Composition

1 Technology 4.47%
2 Consumer Staples 3.14%
3 Financials 2.6%
4 Healthcare 2.39%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$16.5K ﹤0.01%
977
1752
$16.4K ﹤0.01%
97
1753
$16.4K ﹤0.01%
220
1754
$16.3K ﹤0.01%
1,892
1755
$16.3K ﹤0.01%
+702
1756
$16.3K ﹤0.01%
58
+17
1757
$16.3K ﹤0.01%
300
1758
$16.2K ﹤0.01%
84
+22
1759
$16K ﹤0.01%
1,295
1760
$15.9K ﹤0.01%
1,200
1761
$15.9K ﹤0.01%
616
-792
1762
$15.8K ﹤0.01%
500
1763
$15.8K ﹤0.01%
325
1764
$15.8K ﹤0.01%
1,000
1765
$15.7K ﹤0.01%
325
+68
1766
$15.7K ﹤0.01%
547
+110
1767
$15.7K ﹤0.01%
56
+16
1768
$15.6K ﹤0.01%
800
1769
$15.6K ﹤0.01%
390
1770
$15.5K ﹤0.01%
500
1771
$15.5K ﹤0.01%
495
-17
1772
$15.5K ﹤0.01%
56
-53
1773
$15.4K ﹤0.01%
+500
1774
$15.3K ﹤0.01%
485
-25
1775
$15.3K ﹤0.01%
1,673
-62