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
2001
$8.88K ﹤0.01%
64
+48
2002
$8.88K ﹤0.01%
170
2003
$8.86K ﹤0.01%
122
+7
2004
$8.85K ﹤0.01%
1,135
+664
2005
$8.8K ﹤0.01%
190
2006
$8.77K ﹤0.01%
101
2007
$8.76K ﹤0.01%
200
2008
$8.75K ﹤0.01%
1,005
2009
$8.69K ﹤0.01%
350
-183
2010
$8.67K ﹤0.01%
+101
2011
$8.66K ﹤0.01%
653
+26
2012
$8.65K ﹤0.01%
110
+2
2013
$8.63K ﹤0.01%
140
2014
$8.61K ﹤0.01%
125
2015
$8.57K ﹤0.01%
+155
2016
$8.51K ﹤0.01%
195
2017
$8.51K ﹤0.01%
626
2018
$8.46K ﹤0.01%
217
-67
2019
$8.45K ﹤0.01%
205
+200
2020
$8.41K ﹤0.01%
+153
2021
$8.4K ﹤0.01%
400
2022
$8.4K ﹤0.01%
419
+220
2023
$8.4K ﹤0.01%
410
2024
$8.39K ﹤0.01%
206
2025
$8.38K ﹤0.01%
241
+200