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
2901
$5K ﹤0.01%
+137
2902
$5K ﹤0.01%
+200
2903
$5K ﹤0.01%
+650
2904
$5K ﹤0.01%
+200
2905
$5K ﹤0.01%
+26
2906
$5K ﹤0.01%
+282
2907
$5K ﹤0.01%
+101
2908
$5K ﹤0.01%
+109
2909
$5K ﹤0.01%
+81
2910
$5K ﹤0.01%
+167
2911
$5K ﹤0.01%
+447
2912
$5K ﹤0.01%
+90
2913
$5K ﹤0.01%
+161
2914
$5K ﹤0.01%
+26
2915
$5K ﹤0.01%
+40
2916
$5K ﹤0.01%
+47
2917
$5K ﹤0.01%
+120
2918
$5K ﹤0.01%
+148
2919
$5K ﹤0.01%
+117
2920
$5K ﹤0.01%
+1,607
2921
$5K ﹤0.01%
+200
2922
$5K ﹤0.01%
+135
2923
$5K ﹤0.01%
+72
2924
$5K ﹤0.01%
+200
2925
$5K ﹤0.01%
+87