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
2026
$8K ﹤0.01%
951
2027
$8K ﹤0.01%
92
2028
$8K ﹤0.01%
108
2029
$8K ﹤0.01%
60
2030
$8K ﹤0.01%
101
2031
$8K ﹤0.01%
146
2032
$8K ﹤0.01%
206
2033
$8K ﹤0.01%
800
2034
$8K ﹤0.01%
600
2035
$8K ﹤0.01%
1,100
2036
$8K ﹤0.01%
225
2037
$8K ﹤0.01%
160
2038
$8K ﹤0.01%
175
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%
44
2046
$7K ﹤0.01%
176
2047
$7K ﹤0.01%
500
2048
$7K ﹤0.01%
570
2049
$7K ﹤0.01%
225
2050
$7K ﹤0.01%
79