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Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
2276
$4K ﹤0.01%
80
2277
$4K ﹤0.01%
563
2278
$4K ﹤0.01%
140
2279
$4K ﹤0.01%
57
2280
$4K ﹤0.01%
100
2281
$4K ﹤0.01%
2,200
2282
$4K ﹤0.01%
3,700
2283
$4K ﹤0.01%
200
2284
$4K ﹤0.01%
50
2285
$4K ﹤0.01%
68
2286
$4K ﹤0.01%
100
2287
$4K ﹤0.01%
53
2288
$4K ﹤0.01%
96
2289
$4K ﹤0.01%
60
2290
$3K ﹤0.01%
66
2291
$3K ﹤0.01%
275
2292
$3K ﹤0.01%
71
2293
$3K ﹤0.01%
79
2294
$3K ﹤0.01%
94
2295
$3K ﹤0.01%
52
2296
$3K ﹤0.01%
200
2297
$3K ﹤0.01%
150
2298
$3K ﹤0.01%
18
2299
$3K ﹤0.01%
150
2300
$3K ﹤0.01%
50
90 91
92
93 94