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
2351
$3K ﹤0.01%
100
2352
$3K ﹤0.01%
1,131
2353
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50
2354
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2355
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2356
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300
2357
$3K ﹤0.01%
1,400
2358
$3K ﹤0.01%
50
2359
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106
2360
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30
2361
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254
2362
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2363
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2364
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2365
$3K ﹤0.01%
265
2366
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83
2367
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2368
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2369
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185
2370
$3K ﹤0.01%
31
2371
$3K ﹤0.01%
91
2372
$3K ﹤0.01%
140
2373
$3K ﹤0.01%
315
2374
$3K ﹤0.01%
425
2375
$3K ﹤0.01%
59
93 94
95
96 97