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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
2801
$0 ﹤0.01%
16
2802
$0 ﹤0.01%
23
2803
$0 ﹤0.01%
26
2804
$0 ﹤0.01%
40
2805
– –
0
2806
$0 ﹤0.01%
50
2807
$0 ﹤0.01%
14
2808
$0 ﹤0.01%
14
2809
$0 ﹤0.01%
1
2810
$0 ﹤0.01%
1
2811
$0 ﹤0.01%
4
2812
$0 ﹤0.01%
3
2813
$0 ﹤0.01%
16
2814
$0 ﹤0.01%
2
2815
$0 ﹤0.01%
14
2816
$0 ﹤0.01%
2
2817
$0 ﹤0.01%
2
2818
$0 ﹤0.01%
2
2819
$0 ﹤0.01%
10
2820
$0 ﹤0.01%
1
2821
$0 ﹤0.01%
13
2822
$0 ﹤0.01%
1
2823
$0 ﹤0.01%
3
2824
$0 ﹤0.01%
1
2825
$0 ﹤0.01%
300
111 112
113
114 115