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
3001
$4K ﹤0.01%
+75
3002
$4K ﹤0.01%
+50
3003
$4K ﹤0.01%
+70
3004
$4K ﹤0.01%
+525
3005
$4K ﹤0.01%
+140
3006
$4K ﹤0.01%
+24
3007
$4K ﹤0.01%
+100
3008
$4K ﹤0.01%
+68
3009
$4K ﹤0.01%
+200
3010
$4K ﹤0.01%
+78
3011
$4K ﹤0.01%
+100
3012
$4K ﹤0.01%
+63
3013
$4K ﹤0.01%
+884
3014
$4K ﹤0.01%
+48
3015
0
3016
$4K ﹤0.01%
+74
3017
$4K ﹤0.01%
+161
3018
$4K ﹤0.01%
+17
3019
$4K ﹤0.01%
+157
3020
$4K ﹤0.01%
+1,000
3021
$4K ﹤0.01%
+24
3022
$4K ﹤0.01%
+221
3023
$4K ﹤0.01%
+50
3024
$4K ﹤0.01%
+247
3025
$4K ﹤0.01%
+205