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Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,899
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$18K
3
+$15.2K

Top Sells

1
+$4.85M
2
+$3.37M
3
+$2.55M
4
PANW icon
Palo Alto Networks
PANW
+$65.5K
5
NDAQ icon
Nasdaq
NDAQ
+$18.4K

Sector Composition

1 Technology 4.9%
2 Consumer Staples 2.94%
3 Financials 2.55%
4 Consumer Discretionary 2.55%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$2K ﹤0.01%
544
2502
$2K ﹤0.01%
100
2503
$2K ﹤0.01%
30
2504
$2K ﹤0.01%
269
2505
$2K ﹤0.01%
398
2506
$2K ﹤0.01%
85
2507
$2K ﹤0.01%
200
2508
$2K ﹤0.01%
37
2509
$2K ﹤0.01%
110
2510
$2K ﹤0.01%
21
2511
$2K ﹤0.01%
65
2512
$2K ﹤0.01%
103
2513
$2K ﹤0.01%
304
2514
$2K ﹤0.01%
64
2515
$2K ﹤0.01%
50
2516
$2K ﹤0.01%
26
2517
$2K ﹤0.01%
121
2518
$2K ﹤0.01%
87
2519
$2K ﹤0.01%
75
2520
$2K ﹤0.01%
22
2521
$2K ﹤0.01%
35
2522
$2K ﹤0.01%
78
2523
$2K ﹤0.01%
108
2524
$1K ﹤0.01%
23
2525
$1K ﹤0.01%
10
99 100
101
102 103