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
2751
$7K ﹤0.01%
+4,000
2752
$7K ﹤0.01%
+450
2753
$7K ﹤0.01%
+16
2754
$7K ﹤0.01%
+300
2755
$7K ﹤0.01%
+119
2756
$7K ﹤0.01%
+252
2757
$7K ﹤0.01%
+219
2758
$7K ﹤0.01%
+150
2759
$7K ﹤0.01%
+227
2760
$7K ﹤0.01%
+500
2761
$7K ﹤0.01%
+500
2762
$7K ﹤0.01%
+80
2763
$7K ﹤0.01%
+4,540
2764
$7K ﹤0.01%
+32
2765
$7K ﹤0.01%
+150
2766
$7K ﹤0.01%
+400
2767
$7K ﹤0.01%
+65
2768
$7K ﹤0.01%
+1,000
2769
$7K ﹤0.01%
+191
2770
$7K ﹤0.01%
+20
2771
$7K ﹤0.01%
+134
2772
$7K ﹤0.01%
+168
2773
$7K ﹤0.01%
+560
2774
$7K ﹤0.01%
+700
2775
$7K ﹤0.01%
+1,000