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
201
$1.44M 0.1%
15,776
202
$1.44M 0.1%
122,769
203
$1.44M 0.1%
17,786
204
$1.43M 0.1%
16,412
205
$1.42M 0.1%
27,824
206
$1.4M 0.09%
18,016
207
$1.39M 0.09%
46,384
208
$1.39M 0.09%
23,773
209
$1.39M 0.09%
14,226
210
$1.39M 0.09%
33,210
211
$1.38M 0.09%
49,615
212
$1.38M 0.09%
47,542
213
$1.37M 0.09%
12,666
214
$1.35M 0.09%
33,291
215
$1.35M 0.09%
38,894
216
$1.34M 0.09%
13,919
217
$1.34M 0.09%
39,689
218
$1.33M 0.09%
6,085
219
$1.33M 0.09%
8,721
220
$1.32M 0.09%
15,843
221
$1.32M 0.09%
35,347
222
$1.32M 0.09%
49,574
223
$1.32M 0.09%
57,857
224
$1.31M 0.09%
22,972
225
$1.3M 0.09%
12,623
7 8
9
10 11