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
$2.02B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,165
New
Increased
Reduced
Closed

Top Buys

1 +$9.95M
2 +$6.94M
3 +$6.15M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$5.77M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.26M

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
1826
$16.7K ﹤0.01%
215
+24
1827
$16.7K ﹤0.01%
5,350
-50
1828
$16.6K ﹤0.01%
93
+34
1829
$16.6K ﹤0.01%
4,988
1830
$16.5K ﹤0.01%
1,333
-63
1831
$16.5K ﹤0.01%
9,800
1832
$16.4K ﹤0.01%
176
1833
$16.4K ﹤0.01%
1,657
+25
1834
$16.4K ﹤0.01%
812
+612
1835
$16.3K ﹤0.01%
472
1836
$16.3K ﹤0.01%
387
1837
$16.3K ﹤0.01%
256
+62
1838
$16.2K ﹤0.01%
212
1839
$16.2K ﹤0.01%
170
+1
1840
$16.1K ﹤0.01%
300
1841
$16.1K ﹤0.01%
+577
1842
$16.1K ﹤0.01%
1,616
1843
$16.1K ﹤0.01%
147
1844
$16.1K ﹤0.01%
1,382
-66
1845
$16.1K ﹤0.01%
108
-1,604
1846
$16K ﹤0.01%
510
1847
$16K ﹤0.01%
350
-942
1848
$16K ﹤0.01%
977
1849
$15.9K ﹤0.01%
347
-220
1850
$15.9K ﹤0.01%
250