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
2701
$1K ﹤0.01%
11
2702
$1K ﹤0.01%
300
2703
$1K ﹤0.01%
201
2704
$1K ﹤0.01%
75
2705
$1K ﹤0.01%
30
2706
$1K ﹤0.01%
7
2707
$1K ﹤0.01%
54
2708
$1K ﹤0.01%
300
2709
$0 ﹤0.01%
6
2710
$0 ﹤0.01%
60
2711
$0 ﹤0.01%
10
2712
$0 ﹤0.01%
2
2713
$0 ﹤0.01%
1
2714
$0 ﹤0.01%
14
2715
– –
0
2716
$0 ﹤0.01%
2
2717
$0 ﹤0.01%
1
2718
$0 ﹤0.01%
5
2719
$0 ﹤0.01%
18
2720
$0 ﹤0.01%
4
2721
$0 ﹤0.01%
5
2722
$0 ﹤0.01%
33
2723
$0 ﹤0.01%
2
2724
$0 ﹤0.01%
2
2725
– –
0
107 108
109
110 111