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
2951
$5K ﹤0.01%
+201
2952
$5K ﹤0.01%
+17
2953
$5K ﹤0.01%
+26
2954
$5K ﹤0.01%
+3
2955
$5K ﹤0.01%
+78
2956
$5K ﹤0.01%
+57
2957
$4K ﹤0.01%
+400
2958
$4K ﹤0.01%
+643
2959
$4K ﹤0.01%
+60
2960
$4K ﹤0.01%
+205
2961
$4K ﹤0.01%
+46
2962
$4K ﹤0.01%
+61
2963
$4K ﹤0.01%
+142
2964
$4K ﹤0.01%
+48
2965
$4K ﹤0.01%
+85
2966
$4K ﹤0.01%
+484
2967
$4K ﹤0.01%
+295
2968
$4K ﹤0.01%
+135
2969
$4K ﹤0.01%
+250
2970
$4K ﹤0.01%
+100
2971
$4K ﹤0.01%
+16
2972
$4K ﹤0.01%
+50
2973
$4K ﹤0.01%
+100
2974
$4K ﹤0.01%
+146
2975
$4K ﹤0.01%
+200