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
$2.02B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,165
New
Increased
Reduced
Closed

Top Buys

1 +$9.95M
2 +$6.94M
3 +$6.15M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$5.77M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.26M

Sector Composition

1 Technology 5.07%
2 Consumer Staples 2.63%
3 Financials 2.33%
4 Consumer Discretionary 2.16%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$9.5K ﹤0.01%
438
+8
2052
$9.48K ﹤0.01%
331
2053
$9.47K ﹤0.01%
92
2054
$9.46K ﹤0.01%
29
2055
$9.46K ﹤0.01%
47
2056
$9.46K ﹤0.01%
122
2057
$9.43K ﹤0.01%
+176
2058
$9.4K ﹤0.01%
178
+27
2059
$9.39K ﹤0.01%
454
-115
2060
$9.31K ﹤0.01%
52
2061
$9.28K ﹤0.01%
3,611
-1,093
2062
$9.24K ﹤0.01%
+856
2063
$9.23K ﹤0.01%
32
2064
$9.18K ﹤0.01%
250
2065
$9.15K ﹤0.01%
58
2066
$9.15K ﹤0.01%
390
2067
$9.14K ﹤0.01%
2,620
+92
2068
$9.14K ﹤0.01%
833
2069
$9.1K ﹤0.01%
269
2070
$9.1K ﹤0.01%
195
2071
$9.09K ﹤0.01%
+114
2072
$9.08K ﹤0.01%
308
2073
$9.07K ﹤0.01%
125
2074
$9.05K ﹤0.01%
337
+12
2075
$9.04K ﹤0.01%
500