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
2026
$9.57K ﹤0.01%
46
-53
2027
$9.44K ﹤0.01%
350
2028
$9.42K ﹤0.01%
331
-91
2029
$9.4K ﹤0.01%
2,528
+89
2030
$9.4K ﹤0.01%
308
2031
$9.27K ﹤0.01%
493
2032
$9.27K ﹤0.01%
43
+11
2033
$9.23K ﹤0.01%
+150
2034
$9.22K ﹤0.01%
279
+2
2035
$9.21K ﹤0.01%
+49
2036
$9.2K ﹤0.01%
110
2037
$9.18K ﹤0.01%
33
-23
2038
$9.17K ﹤0.01%
140
2039
$9.16K ﹤0.01%
146
2040
$9.14K ﹤0.01%
440
2041
$9.14K ﹤0.01%
833
2042
$9.14K ﹤0.01%
834
-26
2043
$9.12K ﹤0.01%
300
2044
$9.09K ﹤0.01%
190
2045
$9.07K ﹤0.01%
400
2046
$9.04K ﹤0.01%
93
+29
2047
$9.04K ﹤0.01%
666
+13
2048
$9.03K ﹤0.01%
354
+1
2049
$9.03K ﹤0.01%
448
-159
2050
$9.02K ﹤0.01%
248
+33