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
$3.48B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,626
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.57%
2 Financials 2.41%
3 Consumer Staples 2.16%
4 Consumer Discretionary 2.02%
5 Industrials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$24.8K ﹤0.01%
+1,134
2027
$24.8K ﹤0.01%
827
2028
$24.7K ﹤0.01%
209
2029
$24.7K ﹤0.01%
+1,157
2030
$24.6K ﹤0.01%
52
-1
2031
$24.6K ﹤0.01%
1,625
2032
$24.5K ﹤0.01%
+1,279
2033
$24.4K ﹤0.01%
769
-301
2034
$24.4K ﹤0.01%
517
-4
2035
$24.4K ﹤0.01%
900
2036
$24.3K ﹤0.01%
58
2037
$24.3K ﹤0.01%
600
2038
$24.3K ﹤0.01%
1,245
2039
$24.3K ﹤0.01%
2,581
+25
2040
$24.2K ﹤0.01%
248
-32
2041
$24.1K ﹤0.01%
1,023
+271
2042
$24.1K ﹤0.01%
951
+1
2043
$24.1K ﹤0.01%
+967
2044
$24K ﹤0.01%
472
2045
$23.9K ﹤0.01%
1,000
2046
$23.9K ﹤0.01%
557
2047
$23.7K ﹤0.01%
988
2048
$23.7K ﹤0.01%
450
2049
$23.5K ﹤0.01%
812
-27
2050
$23.5K ﹤0.01%
1,225