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
2926
$5K ﹤0.01%
+25
2927
$5K ﹤0.01%
+528
2928
$5K ﹤0.01%
+90
2929
$5K ﹤0.01%
+64
2930
$5K ﹤0.01%
+638
2931
$5K ﹤0.01%
+300
2932
$5K ﹤0.01%
+50
2933
$5K ﹤0.01%
+101
2934
$5K ﹤0.01%
+85
2935
$5K ﹤0.01%
+150
2936
$5K ﹤0.01%
+43
2937
$5K ﹤0.01%
+26
2938
$5K ﹤0.01%
+18
2939
$5K ﹤0.01%
+189
2940
$5K ﹤0.01%
+248
2941
$5K ﹤0.01%
+107
2942
$5K ﹤0.01%
+119
2943
0
2944
$5K ﹤0.01%
+40
2945
$5K ﹤0.01%
+85
2946
$5K ﹤0.01%
+745
2947
$5K ﹤0.01%
+47
2948
$5K ﹤0.01%
+625
2949
$5K ﹤0.01%
+139
2950
$5K ﹤0.01%
+91