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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
2351
$3K ﹤0.01%
250
2352
$3K ﹤0.01%
200
2353
$3K ﹤0.01%
82
2354
$3K ﹤0.01%
265
2355
$3K ﹤0.01%
83
2356
$3K ﹤0.01%
73
2357
$3K ﹤0.01%
70
2358
$3K ﹤0.01%
185
2359
$3K ﹤0.01%
31
2360
$3K ﹤0.01%
91
2361
$3K ﹤0.01%
140
2362
$3K ﹤0.01%
315
2363
$3K ﹤0.01%
200
2364
$3K ﹤0.01%
350
2365
$3K ﹤0.01%
200
2366
$3K ﹤0.01%
102
2367
$3K ﹤0.01%
30
2368
$3K ﹤0.01%
405
2369
$3K ﹤0.01%
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2370
$3K ﹤0.01%
12
2371
$3K ﹤0.01%
24
2372
$3K ﹤0.01%
50
2373
$3K ﹤0.01%
100
2374
$3K ﹤0.01%
1,131
2375
$3K ﹤0.01%
50
93 94
95
96 97