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
1926
$13K ﹤0.01%
150
+7
1927
$13K ﹤0.01%
689
1928
$13K ﹤0.01%
240
1929
$13K ﹤0.01%
134
+12
1930
$12.9K ﹤0.01%
690
+286
1931
$12.8K ﹤0.01%
1,292
1932
$12.7K ﹤0.01%
614
1933
$12.7K ﹤0.01%
+276
1934
$12.7K ﹤0.01%
104
+6
1935
$12.7K ﹤0.01%
1,090
1936
$12.7K ﹤0.01%
247
+236
1937
$12.7K ﹤0.01%
448
-27,487
1938
$12.7K ﹤0.01%
427
+426
1939
$12.6K ﹤0.01%
200
1940
$12.6K ﹤0.01%
350
1941
$12.6K ﹤0.01%
442
1942
$12.5K ﹤0.01%
240
1943
$12.5K ﹤0.01%
340
1944
$12.5K ﹤0.01%
724
1945
$12.5K ﹤0.01%
1,325
+125
1946
$12.4K ﹤0.01%
1,000
1947
$12.4K ﹤0.01%
242
1948
$12.4K ﹤0.01%
1,298
1949
$12.4K ﹤0.01%
172
+14
1950
$12.4K ﹤0.01%
199
-50