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
$3.95B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,763
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.31%
2 Financials 2.47%
3 Consumer Staples 2.01%
4 Consumer Discretionary 1.72%
5 Industrials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$90K ﹤0.01%
566
1552
$89.8K ﹤0.01%
6,295
1553
$89.5K ﹤0.01%
1,830
+273
1554
$89.4K ﹤0.01%
3,829
-327
1555
$89.3K ﹤0.01%
1,504
-411
1556
$89.3K ﹤0.01%
1,710
+495
1557
$89K ﹤0.01%
2,498
1558
$88.9K ﹤0.01%
2,833
-36
1559
$88.8K ﹤0.01%
2,722
1560
$88.6K ﹤0.01%
1,278
+168
1561
$88.4K ﹤0.01%
156
+23
1562
$88.2K ﹤0.01%
5,112
+21
1563
$88K ﹤0.01%
471
1564
$87.8K ﹤0.01%
3,000
1565
$87.8K ﹤0.01%
2,563
-553
1566
$87.7K ﹤0.01%
4,426
-1,074
1567
$87.6K ﹤0.01%
2,307
-4,492
1568
$87.2K ﹤0.01%
3,890
+3,120
1569
$86.3K ﹤0.01%
2,835
-226
1570
$86.2K ﹤0.01%
1,047
-1,144
1571
$86K ﹤0.01%
898
-738
1572
$85.8K ﹤0.01%
4,265
1573
$85.8K ﹤0.01%
3,301
-19,436
1574
$85.6K ﹤0.01%
1,779
-116
1575
$84.7K ﹤0.01%
378