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
2251
$5.49K ﹤0.01%
100
2252
$5.48K ﹤0.01%
695
+140
2253
$5.44K ﹤0.01%
25
2254
$5.43K ﹤0.01%
1,053
2255
$5.43K ﹤0.01%
20
2256
$5.41K ﹤0.01%
295
2257
$5.41K ﹤0.01%
+744
2258
$5.39K ﹤0.01%
52
2259
$5.38K ﹤0.01%
125
2260
$5.36K ﹤0.01%
1,340
2261
$5.36K ﹤0.01%
2,820
+84
2262
$5.33K ﹤0.01%
40
+7
2263
$5.32K ﹤0.01%
259
+19
2264
$5.3K ﹤0.01%
300
2265
$5.29K ﹤0.01%
702
+60
2266
$5.26K ﹤0.01%
563
2267
$5.22K ﹤0.01%
251
+118
2268
$5.22K ﹤0.01%
87
2269
$5.21K ﹤0.01%
175
2270
$5.18K ﹤0.01%
81
2271
$5.16K ﹤0.01%
175
2272
$5.12K ﹤0.01%
60
2273
$5.11K ﹤0.01%
189
-169
2274
$5.07K ﹤0.01%
111
-250
2275
$5.02K ﹤0.01%
33
+15