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
$3.95B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,763
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.31%
2 Financials 2.47%
3 Consumer Staples 2.01%
4 Consumer Discretionary 1.72%
5 Industrials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$17.1K ﹤0.01%
41
2302
$17.1K ﹤0.01%
1,517
+19
2303
$17.1K ﹤0.01%
1,200
2304
$17K ﹤0.01%
39
2305
$17K ﹤0.01%
42
+25
2306
$17K ﹤0.01%
145
-100
2307
$16.9K ﹤0.01%
827
-1,157
2308
$16.9K ﹤0.01%
41
2309
$16.9K ﹤0.01%
180
+71
2310
$16.8K ﹤0.01%
2,575
2311
$16.8K ﹤0.01%
+527
2312
$16.8K ﹤0.01%
1,583
2313
$16.8K ﹤0.01%
+655
2314
$16.8K ﹤0.01%
1,735
-155
2315
$16.8K ﹤0.01%
1,250
2316
$16.8K ﹤0.01%
206
+4
2317
$16.7K ﹤0.01%
1,425
+2
2318
$16.7K ﹤0.01%
83
+11
2319
$16.7K ﹤0.01%
714
-25
2320
$16.6K ﹤0.01%
467
2321
$16.6K ﹤0.01%
344
2322
$16.5K ﹤0.01%
230
2323
$16.5K ﹤0.01%
118
+8
2324
$16.5K ﹤0.01%
+529
2325
$16.5K ﹤0.01%
205
-63