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
2601
$10K ﹤0.01%
+90
2602
$10K ﹤0.01%
+275
2603
$10K ﹤0.01%
+140
2604
$10K ﹤0.01%
+181
2605
$10K ﹤0.01%
+206
2606
$10K ﹤0.01%
+3,300
2607
$10K ﹤0.01%
+1,400
2608
$10K ﹤0.01%
+172
2609
$10K ﹤0.01%
+300
2610
$10K ﹤0.01%
+378
2611
$10K ﹤0.01%
+61
2612
$10K ﹤0.01%
+500
2613
$10K ﹤0.01%
+254
2614
$10K ﹤0.01%
+196
2615
$10K ﹤0.01%
+115
2616
$10K ﹤0.01%
+535
2617
$10K ﹤0.01%
+500
2618
$10K ﹤0.01%
+606
2619
$10K ﹤0.01%
+212
2620
$10K ﹤0.01%
+850
2621
$10K ﹤0.01%
+200
2622
$10K ﹤0.01%
+276
2623
$10K ﹤0.01%
+389
2624
$10K ﹤0.01%
+660
2625
$10K ﹤0.01%
+445
103 104
105
106 107