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
2726
$8K ﹤0.01%
+750
2727
$8K ﹤0.01%
+1,000
2728
$8K ﹤0.01%
+383
2729
$8K ﹤0.01%
+331
2730
$8K ﹤0.01%
+893
2731
$8K ﹤0.01%
+769
2732
$8K ﹤0.01%
+125
2733
$8K ﹤0.01%
+83
2734
$8K ﹤0.01%
+181
2735
$8K ﹤0.01%
+439
2736
$8K ﹤0.01%
+225
2737
$8K ﹤0.01%
+2,352
2738
$8K ﹤0.01%
+200
2739
$8K ﹤0.01%
+581
2740
$8K ﹤0.01%
+41
2741
$8K ﹤0.01%
+492
2742
$8K ﹤0.01%
+41
2743
$8K ﹤0.01%
+25
2744
$7K ﹤0.01%
+62
2745
$7K ﹤0.01%
+72
2746
$7K ﹤0.01%
+368
2747
$7K ﹤0.01%
+43
2748
$7K ﹤0.01%
+332
2749
$7K ﹤0.01%
+500
2750
$7K ﹤0.01%
+126