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
$2.82B
AUM Growth
+$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,359
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$10.1M
3 +$10.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.37M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$8.9M

Sector Composition

1 Technology 5.04%
2 Financials 2.56%
3 Consumer Staples 2.37%
4 Consumer Discretionary 1.99%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$16.8K ﹤0.01%
3,874
+400
2027
$16.7K ﹤0.01%
596
2028
$16.7K ﹤0.01%
232
2029
$16.7K ﹤0.01%
200
2030
$16.7K ﹤0.01%
629
2031
$16.7K ﹤0.01%
+838
2032
$16.6K ﹤0.01%
261
2033
$16.6K ﹤0.01%
+323
2034
$16.5K ﹤0.01%
919
2035
$16.5K ﹤0.01%
500
-16,831
2036
$16.5K ﹤0.01%
1,249
2037
$16.5K ﹤0.01%
390
+88
2038
$16.5K ﹤0.01%
783
2039
$16.4K ﹤0.01%
721
-71
2040
$16.4K ﹤0.01%
828
-50
2041
$16.3K ﹤0.01%
347
2042
$16.3K ﹤0.01%
497
2043
$16.3K ﹤0.01%
192
2044
$16.3K ﹤0.01%
773
-140
2045
$16.2K ﹤0.01%
850
2046
$16.2K ﹤0.01%
+6,100
2047
$16K ﹤0.01%
89
2048
$16K ﹤0.01%
53
+4
2049
$16K ﹤0.01%
365
+29
2050
$16K ﹤0.01%
1,278
-20