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
$2.96B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,409
New
Increased
Reduced
Closed

Top Sells

1 +$18.7M
2 +$8.08M
3 +$4.87M
4
FMAR icon
FT Vest US Equity Buffer ETF March
FMAR
+$4.69M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.23M

Sector Composition

1 Technology 5.55%
2 Financials 2.38%
3 Consumer Staples 2.32%
4 Consumer Discretionary 1.91%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$15.3K ﹤0.01%
568
+445
2077
$15.3K ﹤0.01%
657
2078
$15.3K ﹤0.01%
1,115
+10
2079
$15.3K ﹤0.01%
2,736
+50
2080
$15.2K ﹤0.01%
317
-378
2081
$15.2K ﹤0.01%
+419
2082
$15.2K ﹤0.01%
323
-24
2083
$15.1K ﹤0.01%
453
+50
2084
$15.1K ﹤0.01%
1,640
2085
$15.1K ﹤0.01%
342
-16
2086
$15K ﹤0.01%
192
2087
$15K ﹤0.01%
606
2088
$15K ﹤0.01%
367
+208
2089
$15K ﹤0.01%
537
2090
$14.9K ﹤0.01%
692
+6
2091
$14.8K ﹤0.01%
9,000
2092
$14.8K ﹤0.01%
664
-57
2093
$14.8K ﹤0.01%
+568
2094
$14.8K ﹤0.01%
1,005
2095
$14.7K ﹤0.01%
226
-199
2096
$14.7K ﹤0.01%
440
2097
$14.7K ﹤0.01%
323
2098
$14.7K ﹤0.01%
237
-24
2099
$14.7K ﹤0.01%
648
-296
2100
$14.7K ﹤0.01%
230