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
2526
$12K ﹤0.01%
+599
2527
$12K ﹤0.01%
+255
2528
$12K ﹤0.01%
+179
2529
$12K ﹤0.01%
+100
2530
$12K ﹤0.01%
+292
2531
$12K ﹤0.01%
+153
2532
$11K ﹤0.01%
+206
2533
$11K ﹤0.01%
+420
2534
$11K ﹤0.01%
+223
2535
$11K ﹤0.01%
+170
2536
$11K ﹤0.01%
+80
2537
$11K ﹤0.01%
+1,500
2538
$11K ﹤0.01%
+115
2539
$11K ﹤0.01%
+200
2540
$11K ﹤0.01%
+100
2541
$11K ﹤0.01%
+129
2542
$11K ﹤0.01%
+23
2543
$11K ﹤0.01%
+378
2544
$11K ﹤0.01%
+157
2545
$11K ﹤0.01%
+131
2546
$11K ﹤0.01%
+560
2547
$11K ﹤0.01%
+356
2548
$11K ﹤0.01%
+523
2549
$11K ﹤0.01%
+430
2550
$11K ﹤0.01%
+176
100 101
102
103 104