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
$1.99B
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,165
New
Increased
Reduced
Closed

Top Sells

1 +$51.9M
2 +$25.8M
3 +$12.4M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$7.03M
5
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$6.23M

Sector Composition

1 Technology 4.84%
2 Consumer Staples 2.59%
3 Financials 2.46%
4 Consumer Discretionary 2.08%
5 Healthcare 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$10.2K ﹤0.01%
249
+213
2027
$10.1K ﹤0.01%
360
+1
2028
$10.1K ﹤0.01%
1,016
2029
$10.1K ﹤0.01%
1,090
2030
$10K ﹤0.01%
388
2031
$10K ﹤0.01%
200
2032
$10K ﹤0.01%
26
+3
2033
$9.93K ﹤0.01%
724
2034
$9.92K ﹤0.01%
42
+5
2035
$9.86K ﹤0.01%
500
2036
$9.85K ﹤0.01%
640
2037
$9.68K ﹤0.01%
221
+4
2038
$9.65K ﹤0.01%
98
2039
$9.64K ﹤0.01%
167
2040
$9.62K ﹤0.01%
80
-8
2041
$9.61K ﹤0.01%
176
2042
$9.6K ﹤0.01%
1,000
2043
$9.6K ﹤0.01%
2,719
+99
2044
$9.6K ﹤0.01%
4,750
+2,500
2045
$9.59K ﹤0.01%
29
2046
$9.54K ﹤0.01%
493
2047
$9.47K ﹤0.01%
400
2048
$9.39K ﹤0.01%
53
+6
2049
$9.37K ﹤0.01%
500
2050
$9.36K ﹤0.01%
867