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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
1676
$19K ﹤0.01%
1,871
1677
$19K ﹤0.01%
1,000
1678
$19K ﹤0.01%
614
1679
$19K ﹤0.01%
316
1680
$19K ﹤0.01%
350
1681
$19K ﹤0.01%
242
1682
$19K ﹤0.01%
3,588
1683
$19K ﹤0.01%
830
1684
$19K ﹤0.01%
714
1685
$19K ﹤0.01%
550
1686
$19K ﹤0.01%
1,738
1687
$19K ﹤0.01%
372
1688
$19K ﹤0.01%
50
1689
$19K ﹤0.01%
890
1690
$19K ﹤0.01%
380
1691
$19K ﹤0.01%
964
1692
$19K ﹤0.01%
1,200
1693
$19K ﹤0.01%
1,000
1694
$18K ﹤0.01%
819
1695
$18K ﹤0.01%
1,276
1696
$18K ﹤0.01%
771
1697
$18K ﹤0.01%
1,200
1698
$18K ﹤0.01%
808
1699
$18K ﹤0.01%
242
1700
$18K ﹤0.01%
501
66 67
68
69 70