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
$1.83B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,136
New
Increased
Reduced
Closed

Top Sells

1 +$8.84M
2 +$8.2M
3 +$5.29M
4
ARKK icon
ARK Innovation ETF
ARKK
+$5.07M
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$4.14M

Sector Composition

1 Technology 5.03%
2 Consumer Staples 2.88%
3 Financials 2.43%
4 Consumer Discretionary 2.23%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$10.8K ﹤0.01%
500
1977
$10.8K ﹤0.01%
+250
1978
$10.8K ﹤0.01%
266
-6
1979
$10.8K ﹤0.01%
532
1980
$10.8K ﹤0.01%
850
-350
1981
$10.8K ﹤0.01%
122
1982
$10.8K ﹤0.01%
536
1983
$10.8K ﹤0.01%
130
1984
$10.8K ﹤0.01%
185
1985
$10.7K ﹤0.01%
200
1986
$10.7K ﹤0.01%
188
1987
$10.7K ﹤0.01%
133
1988
$10.7K ﹤0.01%
44
1989
$10.7K ﹤0.01%
171
+118
1990
$10.7K ﹤0.01%
188
-24
1991
$10.6K ﹤0.01%
4,988
1992
$10.6K ﹤0.01%
225
+75
1993
$10.6K ﹤0.01%
1,350
1994
$10.5K ﹤0.01%
+451
1995
$10.5K ﹤0.01%
200
1996
$10.4K ﹤0.01%
351
1997
$10.4K ﹤0.01%
1,340
+75
1998
$10.4K ﹤0.01%
508
1999
$10.4K ﹤0.01%
539
2000
$10.4K ﹤0.01%
155
-32