HI

Harbour Investments Portfolio holdings

AUM $4.93B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
2526
$1K ﹤0.01%
1,300
2527
$1K ﹤0.01%
50
2528
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10
2529
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2530
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100
2531
$1K ﹤0.01%
12
2532
$1K ﹤0.01%
23
2533
$1K ﹤0.01%
10
2534
$1K ﹤0.01%
40
2535
$1K ﹤0.01%
100
2536
$1K ﹤0.01%
27
2537
$1K ﹤0.01%
39
2538
$1K ﹤0.01%
84
2539
$1K ﹤0.01%
100
2540
$1K ﹤0.01%
31
2541
$1K ﹤0.01%
207
+197
2542
$1K ﹤0.01%
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2543
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2544
$1K ﹤0.01%
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2545
$1K ﹤0.01%
62
2546
$1K ﹤0.01%
10
2547
– –
0
2548
$1K ﹤0.01%
3
2549
$1K ﹤0.01%
11
2550
$1K ﹤0.01%
60
100 101
102
103 104