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
2001
$8K ﹤0.01%
1,066
2002
$8K ﹤0.01%
617
2003
$8K ﹤0.01%
1,182
2004
$8K ﹤0.01%
1,200
2005
$8K ﹤0.01%
250
2006
$8K ﹤0.01%
116
2007
$8K ﹤0.01%
50
2008
$8K ﹤0.01%
400
2009
$8K ﹤0.01%
16
2010
$8K ﹤0.01%
113
2011
$8K ﹤0.01%
201
2012
$8K ﹤0.01%
328
2013
$8K ﹤0.01%
45
2014
$8K ﹤0.01%
1,285
2015
$8K ﹤0.01%
144
2016
$8K ﹤0.01%
251
2017
$8K ﹤0.01%
500
2018
$8K ﹤0.01%
186
2019
$8K ﹤0.01%
195
2020
$8K ﹤0.01%
106
2021
$8K ﹤0.01%
195
2022
$8K ﹤0.01%
433
2023
$8K ﹤0.01%
67
2024
$8K ﹤0.01%
535
2025
$8K ﹤0.01%
213
79 80
81
82 83