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
3201
$2K ﹤0.01%
+190
3202
$2K ﹤0.01%
+33
3203
$2K ﹤0.01%
+51
3204
$2K ﹤0.01%
+11
3205
$2K ﹤0.01%
+218
3206
$2K ﹤0.01%
+145
3207
$2K ﹤0.01%
+87
3208
$2K ﹤0.01%
+133
3209
$2K ﹤0.01%
+221
3210
$2K ﹤0.01%
+20
3211
$2K ﹤0.01%
+64
3212
$2K ﹤0.01%
+149
3213
$2K ﹤0.01%
+345
3214
$2K ﹤0.01%
+50
3215
$2K ﹤0.01%
+32
3216
$2K ﹤0.01%
+98
3217
$2K ﹤0.01%
+23
3218
$2K ﹤0.01%
+100
3219
$2K ﹤0.01%
+83
3220
$2K ﹤0.01%
+39
3221
$2K ﹤0.01%
+76
3222
$2K ﹤0.01%
+53
3223
$2K ﹤0.01%
+22
3224
$2K ﹤0.01%
+39
3225
$2K ﹤0.01%
+154
127 128
129
130 131