HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
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 +$196K
2 +$3.75K
3 +$952

Top Sells

1 +$95.4M
2 +$50M
3 +$8.14M
4
PANW icon
Palo Alto Networks
PANW
+$186K
5
NDAQ icon
Nasdaq
NDAQ
+$48K

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
101
$2.7M 0.18%
178,262
102
$2.7M 0.18%
87,711
103
$2.69M 0.18%
28,283
104
$2.65M 0.18%
79,237
105
$2.63M 0.18%
1,202
-22,838
106
$2.59M 0.18%
84,100
107
$2.59M 0.17%
13,156
108
$2.59M 0.17%
49,355
109
$2.56M 0.17%
22,389
110
$2.56M 0.17%
39,972
111
$2.53M 0.17%
9,270
112
$2.45M 0.17%
17,992
113
$2.44M 0.16%
75,488
114
$2.4M 0.16%
30,996
115
$2.4M 0.16%
39,143
116
$2.38M 0.16%
13,070
117
$2.37M 0.16%
18,500
118
$2.37M 0.16%
37,652
119
$2.36M 0.16%
114,717
120
$2.35M 0.16%
74,385
121
$2.3M 0.16%
20,204
122
$2.29M 0.15%
22,559
123
$2.28M 0.15%
95,316
124
$2.25M 0.15%
27,905
125
$2.24M 0.15%
31,987