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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
2726
$0 ﹤0.01%
2
2727
$0 ﹤0.01%
35
2728
– –
0
2729
$0 ﹤0.01%
115
2730
$0 ﹤0.01%
140
2731
$0 ﹤0.01%
4
2732
$0 ﹤0.01%
15
2733
$0 ﹤0.01%
51
2734
$0 ﹤0.01%
200
2735
$0 ﹤0.01%
10
2736
$0 ﹤0.01%
150
2737
$0 ﹤0.01%
25
2738
$0 ﹤0.01%
14
2739
$0 ﹤0.01%
2
2740
$0 ﹤0.01%
1,381
2741
$0 ﹤0.01%
1,000
2742
$0 ﹤0.01%
50
2743
$0 ﹤0.01%
5
2744
$0 ﹤0.01%
11
2745
$0 ﹤0.01%
140
2746
$0 ﹤0.01%
27
2747
$0 ﹤0.01%
195
2748
$0 ﹤0.01%
7
2749
$0 ﹤0.01%
100
2750
$0 ﹤0.01%
53
108 109
110
111 112