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
1851
$15.9K ﹤0.01%
814
1852
$15.9K ﹤0.01%
300
1853
$15.7K ﹤0.01%
400
1854
$15.7K ﹤0.01%
+1,016
1855
$15.7K ﹤0.01%
1,805
+4
1856
$15.7K ﹤0.01%
579
1857
$15.6K ﹤0.01%
1,103
1858
$15.5K ﹤0.01%
497
1859
$15.5K ﹤0.01%
468
+36
1860
$15.5K ﹤0.01%
270
1861
$15.5K ﹤0.01%
75
1862
$15.5K ﹤0.01%
1,350
1863
$15.5K ﹤0.01%
345
+175
1864
$15.4K ﹤0.01%
701
1865
$15.4K ﹤0.01%
739
+18
1866
$15.3K ﹤0.01%
230
1867
$15.3K ﹤0.01%
211
+200
1868
$15.3K ﹤0.01%
291
-267
1869
$15.3K ﹤0.01%
616
+7
1870
$15.2K ﹤0.01%
+182
1871
$15.2K ﹤0.01%
800
1872
$15.2K ﹤0.01%
1,200
1873
$15.2K ﹤0.01%
114
1874
$15.1K ﹤0.01%
920
1875
$15K ﹤0.01%
242