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
2976
$4K ﹤0.01%
+71
2977
$4K ﹤0.01%
+113
2978
$4K ﹤0.01%
+168
2979
$4K ﹤0.01%
+192
2980
$4K ﹤0.01%
+40
2981
$4K ﹤0.01%
+75
2982
$4K ﹤0.01%
+63
2983
$4K ﹤0.01%
+250
2984
$4K ﹤0.01%
+97
2985
$4K ﹤0.01%
+100
2986
$4K ﹤0.01%
+211
2987
$4K ﹤0.01%
+81
2988
$4K ﹤0.01%
+234
2989
$4K ﹤0.01%
+379
2990
$4K ﹤0.01%
+23
2991
$4K ﹤0.01%
+500
2992
$4K ﹤0.01%
+119
2993
$4K ﹤0.01%
+254
2994
$4K ﹤0.01%
+170
2995
$4K ﹤0.01%
+320
2996
$4K ﹤0.01%
+33
2997
$4K ﹤0.01%
+56
2998
$4K ﹤0.01%
+400
2999
$4K ﹤0.01%
+200
3000
$4K ﹤0.01%
+328