HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,808
New
Increased
Reduced
Closed

Top Buys

1 +$78.6M
2 +$70.8M
3 +$64.6M
4
AAPL icon
Apple
AAPL
+$60.6M
5
PG icon
Procter & Gamble
PG
+$53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.82%
2 Consumer Staples 3.75%
3 Consumer Discretionary 3.72%
4 Healthcare 3.63%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$12K ﹤0.01%
+460
2502
$12K ﹤0.01%
+882
2503
$12K ﹤0.01%
+322
2504
$12K ﹤0.01%
+226
2505
$12K ﹤0.01%
+1,010
2506
$12K ﹤0.01%
+1,300
2507
$12K ﹤0.01%
+3,325
2508
$12K ﹤0.01%
+330
2509
$12K ﹤0.01%
+116
2510
$12K ﹤0.01%
+220
2511
$12K ﹤0.01%
+242
2512
$12K ﹤0.01%
+275
2513
$12K ﹤0.01%
+125
2514
$12K ﹤0.01%
+212
2515
$12K ﹤0.01%
+270
2516
$12K ﹤0.01%
+130
2517
$12K ﹤0.01%
+108
2518
$12K ﹤0.01%
+453
2519
$12K ﹤0.01%
+76
2520
$12K ﹤0.01%
+121
2521
$12K ﹤0.01%
+180
2522
$12K ﹤0.01%
+743
2523
$12K ﹤0.01%
+400
2524
$12K ﹤0.01%
+496
2525
$12K ﹤0.01%
+140