HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
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 +$196K
2 +$3.75K
3 +$952

Top Sells

1 +$95.4M
2 +$50M
3 +$8.14M
4
PANW icon
Palo Alto Networks
PANW
+$186K
5
NDAQ icon
Nasdaq
NDAQ
+$48K

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
2026
$8K ﹤0.01%
160
2027
$8K ﹤0.01%
175
2028
$8K ﹤0.01%
144
2029
$8K ﹤0.01%
251
2030
$8K ﹤0.01%
500
2031
$8K ﹤0.01%
186
2032
$8K ﹤0.01%
195
2033
$8K ﹤0.01%
106
2034
$8K ﹤0.01%
195
2035
$8K ﹤0.01%
433
2036
$8K ﹤0.01%
67
2037
$8K ﹤0.01%
535
2038
$8K ﹤0.01%
213
2039
$8K ﹤0.01%
46
2040
$8K ﹤0.01%
780
2041
$8K ﹤0.01%
188
2042
$8K ﹤0.01%
312
2043
$8K ﹤0.01%
263
2044
$8K ﹤0.01%
1,614
2045
$7K ﹤0.01%
30
2046
$7K ﹤0.01%
260
2047
$7K ﹤0.01%
100
2048
$7K ﹤0.01%
100
2049
$7K ﹤0.01%
277
2050
$7K ﹤0.01%
260