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
2676
$9K ﹤0.01%
+306
2677
$9K ﹤0.01%
+346
2678
$9K ﹤0.01%
+912
2679
$9K ﹤0.01%
+613
2680
$9K ﹤0.01%
+800
2681
$9K ﹤0.01%
+800
2682
$9K ﹤0.01%
+300
2683
$9K ﹤0.01%
+750
2684
$9K ﹤0.01%
+875
2685
$9K ﹤0.01%
+3,200
2686
$9K ﹤0.01%
+2,024
2687
$9K ﹤0.01%
+55
2688
$9K ﹤0.01%
+400
2689
$9K ﹤0.01%
+174
2690
$9K ﹤0.01%
+234
2691
$9K ﹤0.01%
+105
2692
$9K ﹤0.01%
+916
2693
$9K ﹤0.01%
+400
2694
$9K ﹤0.01%
+1,250
2695
$8K ﹤0.01%
+74
2696
$8K ﹤0.01%
+162
2697
$8K ﹤0.01%
+200
2698
$8K ﹤0.01%
+302
2699
$8K ﹤0.01%
+500
2700
$8K ﹤0.01%
+505