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
3026
$4K ﹤0.01%
+84
3027
$4K ﹤0.01%
+140
3028
$4K ﹤0.01%
+208
3029
$4K ﹤0.01%
+169
3030
$4K ﹤0.01%
+3,000
3031
$4K ﹤0.01%
+140
3032
$4K ﹤0.01%
+78
3033
$4K ﹤0.01%
+63
3034
$4K ﹤0.01%
+375
3035
$4K ﹤0.01%
+153
3036
$4K ﹤0.01%
+385
3037
$4K ﹤0.01%
+100
3038
$4K ﹤0.01%
+218
3039
$4K ﹤0.01%
+31
3040
$4K ﹤0.01%
+172
3041
$4K ﹤0.01%
+1,000
3042
$4K ﹤0.01%
+245
3043
$4K ﹤0.01%
+245
3044
$4K ﹤0.01%
+250
3045
$4K ﹤0.01%
+106
3046
$4K ﹤0.01%
+75
3047
$4K ﹤0.01%
+81
3048
$4K ﹤0.01%
+80
3049
$3K ﹤0.01%
+500
3050
$3K ﹤0.01%
+100