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
2626
$10K ﹤0.01%
+435
2627
$10K ﹤0.01%
+300
2628
$10K ﹤0.01%
+6,340
2629
$10K ﹤0.01%
+1,366
2630
$10K ﹤0.01%
+160
2631
$10K ﹤0.01%
+576
2632
$10K ﹤0.01%
+228
2633
$10K ﹤0.01%
+372
2634
$10K ﹤0.01%
+78
2635
$10K ﹤0.01%
+206
2636
$10K ﹤0.01%
+200
2637
$10K ﹤0.01%
+808
2638
$10K ﹤0.01%
+614
2639
$10K ﹤0.01%
+387
2640
$10K ﹤0.01%
+198
2641
$10K ﹤0.01%
+1,220
2642
$10K ﹤0.01%
+164
2643
$10K ﹤0.01%
+422
2644
$10K ﹤0.01%
+101
2645
$10K ﹤0.01%
+89
2646
$10K ﹤0.01%
+400
2647
$9K ﹤0.01%
+1,072
2648
$9K ﹤0.01%
+229
2649
$9K ﹤0.01%
+270
2650
$9K ﹤0.01%
+285
104 105
106
107 108