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
$2.42B
AUM Growth
+$422M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,251
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.94%
2 Financials 2.48%
3 Consumer Staples 2.38%
4 Consumer Discretionary 2.01%
5 Industrials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$13.7K ﹤0.01%
+681
2027
$13.6K ﹤0.01%
493
2028
$13.6K ﹤0.01%
174
+52
2029
$13.6K ﹤0.01%
1,317
2030
$13.6K ﹤0.01%
154
+4
2031
$13.6K ﹤0.01%
70
2032
$13.6K ﹤0.01%
323
2033
$13.6K ﹤0.01%
96
2034
$13.5K ﹤0.01%
+1,028
2035
$13.5K ﹤0.01%
255
+5
2036
$13.5K ﹤0.01%
33
+17
2037
$13.5K ﹤0.01%
1,864
2038
$13.4K ﹤0.01%
+1,199
2039
$13.4K ﹤0.01%
49
-18
2040
$13.4K ﹤0.01%
350
2041
$13.3K ﹤0.01%
1,531
+295
2042
$13.3K ﹤0.01%
362
2043
$13.2K ﹤0.01%
1,298
2044
$13.2K ﹤0.01%
515
2045
$13.2K ﹤0.01%
89
-35
2046
$13.2K ﹤0.01%
626
+6
2047
$13.2K ﹤0.01%
1,333
2048
$13.1K ﹤0.01%
177
+63
2049
$13K ﹤0.01%
225
2050
$13K ﹤0.01%
289