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
1726
$17K ﹤0.01%
500
1727
$17K ﹤0.01%
707
1728
$17K ﹤0.01%
700
1729
$17K ﹤0.01%
415
1730
$17K ﹤0.01%
1,295
1731
$17K ﹤0.01%
699
1732
$17K ﹤0.01%
1,375
1733
$17K ﹤0.01%
932
1734
$17K ﹤0.01%
3,700
1735
$17K ﹤0.01%
1,905
1736
$17K ﹤0.01%
1,346
1737
$16K ﹤0.01%
1,110
1738
$16K ﹤0.01%
220
1739
$16K ﹤0.01%
700
1740
$16K ﹤0.01%
175
1741
$16K ﹤0.01%
600
1742
$16K ﹤0.01%
339
1743
$16K ﹤0.01%
185
1744
$16K ﹤0.01%
322
1745
$16K ﹤0.01%
1,200
1746
$16K ﹤0.01%
700
1747
$16K ﹤0.01%
362
1748
$16K ﹤0.01%
280
1749
$16K ﹤0.01%
700
1750
$16K ﹤0.01%
734
68 69
70
71 72