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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
2701
$1K ﹤0.01%
64
2702
$1K ﹤0.01%
130
2703
$1K ﹤0.01%
1,300
2704
$1K ﹤0.01%
50
2705
$1K ﹤0.01%
10
2706
$1K ﹤0.01%
55
2707
$1K ﹤0.01%
100
2708
$1K ﹤0.01%
12
2709
$0 ﹤0.01%
4
2710
$0 ﹤0.01%
5
2711
$0 ﹤0.01%
33
2712
$0 ﹤0.01%
2
2713
$0 ﹤0.01%
2
2714
– –
0
2715
– –
0
2716
$0 ﹤0.01%
2
2717
$0 ﹤0.01%
10
2718
$0 ﹤0.01%
25
2719
$0 ﹤0.01%
1
2720
$0 ﹤0.01%
38
2721
$0 ﹤0.01%
10
2722
$0 ﹤0.01%
2
2723
$0 ﹤0.01%
7
2724
$0 ﹤0.01%
1
2725
$0 ﹤0.01%
1
107 108
109
110 111