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
3176
$2K ﹤0.01%
+93
3177
$2K ﹤0.01%
+100
3178
$2K ﹤0.01%
+5
3179
$2K ﹤0.01%
+300
3180
$2K ﹤0.01%
+115
3181
$2K ﹤0.01%
+90
3182
$2K ﹤0.01%
+50
3183
$2K ﹤0.01%
+19
3184
$2K ﹤0.01%
+660
3185
$2K ﹤0.01%
+200
3186
$2K ﹤0.01%
+21
3187
$2K ﹤0.01%
+30
3188
$2K ﹤0.01%
+3
3189
$2K ﹤0.01%
+84
3190
$2K ﹤0.01%
+200
3191
$2K ﹤0.01%
+24
3192
$2K ﹤0.01%
+42
3193
$2K ﹤0.01%
+12
3194
$2K ﹤0.01%
+70
3195
$2K ﹤0.01%
+200
3196
$2K ﹤0.01%
+18
3197
$2K ﹤0.01%
+85
3198
$2K ﹤0.01%
+60
3199
$2K ﹤0.01%
+29
3200
$2K ﹤0.01%
+178
126 127
128
129 130