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
2701
$8K ﹤0.01%
+7,000
2702
$8K ﹤0.01%
+139
2703
$8K ﹤0.01%
+65
2704
$8K ﹤0.01%
+1,163
2705
$8K ﹤0.01%
+400
2706
$8K ﹤0.01%
+125
2707
$8K ﹤0.01%
+155
2708
$8K ﹤0.01%
+57
2709
$8K ﹤0.01%
+100
2710
$8K ﹤0.01%
+17
2711
$8K ﹤0.01%
+3,800
2712
$8K ﹤0.01%
+60
2713
$8K ﹤0.01%
+100
2714
$8K ﹤0.01%
+709
2715
$8K ﹤0.01%
+1,300
2716
$8K ﹤0.01%
+296
2717
$8K ﹤0.01%
+158
2718
$8K ﹤0.01%
+28
2719
$8K ﹤0.01%
+110
2720
$8K ﹤0.01%
+405
2721
$8K ﹤0.01%
+83
2722
$8K ﹤0.01%
+275
2723
$8K ﹤0.01%
+750
2724
$8K ﹤0.01%
+4,000
2725
$8K ﹤0.01%
+1,000