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
3151
$3K ﹤0.01%
+72
3152
$3K ﹤0.01%
+325
3153
$3K ﹤0.01%
+600
3154
$3K ﹤0.01%
+119
3155
$3K ﹤0.01%
+32
3156
$3K ﹤0.01%
+35
3157
$3K ﹤0.01%
+65
3158
$3K ﹤0.01%
+323
3159
$3K ﹤0.01%
+200
3160
$3K ﹤0.01%
+100
3161
$3K ﹤0.01%
+10
3162
$3K ﹤0.01%
+50
3163
$3K ﹤0.01%
+112
3164
$3K ﹤0.01%
+163
3165
$3K ﹤0.01%
+100
3166
$3K ﹤0.01%
+274
3167
$3K ﹤0.01%
+215
3168
$3K ﹤0.01%
+60
3169
$3K ﹤0.01%
+200
3170
$2K ﹤0.01%
+111
3171
$2K ﹤0.01%
+63
3172
$2K ﹤0.01%
+800
3173
$2K ﹤0.01%
+250
3174
$2K ﹤0.01%
+100
3175
$2K ﹤0.01%
+61
125 126
127
128 129