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
2801
$7K ﹤0.01%
+142
2802
$7K ﹤0.01%
+147
2803
$7K ﹤0.01%
+365
2804
$7K ﹤0.01%
+260
2805
$7K ﹤0.01%
+700
2806
$7K ﹤0.01%
+598
2807
$7K ﹤0.01%
+100
2808
$7K ﹤0.01%
+158
2809
$7K ﹤0.01%
+165
2810
$7K ﹤0.01%
+3,184
2811
$7K ﹤0.01%
+834
2812
$7K ﹤0.01%
+100
2813
$6K ﹤0.01%
+65
2814
$6K ﹤0.01%
+120
2815
$6K ﹤0.01%
+208
2816
$6K ﹤0.01%
+53
2817
$6K ﹤0.01%
+141
2818
$6K ﹤0.01%
+385
2819
$6K ﹤0.01%
+110
2820
$6K ﹤0.01%
+488
2821
$6K ﹤0.01%
+140
2822
$6K ﹤0.01%
+655
2823
$6K ﹤0.01%
+123
2824
$6K ﹤0.01%
+125
2825
$6K ﹤0.01%
+88