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
$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
1701
$18K ﹤0.01%
600
1702
$18K ﹤0.01%
201
1703
$18K ﹤0.01%
314
1704
$18K ﹤0.01%
413
1705
$18K ﹤0.01%
819
1706
$18K ﹤0.01%
1,276
1707
$18K ﹤0.01%
771
1708
$18K ﹤0.01%
1,200
1709
$18K ﹤0.01%
808
1710
$18K ﹤0.01%
242
1711
$18K ﹤0.01%
501
1712
$18K ﹤0.01%
1,200
1713
$18K ﹤0.01%
1,700
1714
$18K ﹤0.01%
149
1715
$18K ﹤0.01%
2,181
1716
$18K ﹤0.01%
99
1717
$18K ﹤0.01%
76
1718
$18K ﹤0.01%
1,892
1719
$18K ﹤0.01%
1,735
1720
$18K ﹤0.01%
1,650
1721
$17K ﹤0.01%
99
1722
$17K ﹤0.01%
1,295
1723
$17K ﹤0.01%
300
1724
$17K ﹤0.01%
417
1725
$17K ﹤0.01%
573
67 68
69
70 71