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
3226
$2K ﹤0.01%
+110
3227
$2K ﹤0.01%
+50
3228
$2K ﹤0.01%
+17
3229
$2K ﹤0.01%
+40
3230
$2K ﹤0.01%
+26
3231
$2K ﹤0.01%
+51
3232
$2K ﹤0.01%
+23
3233
$2K ﹤0.01%
+14
3234
$2K ﹤0.01%
+87
3235
$2K ﹤0.01%
+118
3236
$2K ﹤0.01%
+170
3237
– –
0
3238
$2K ﹤0.01%
+15
3239
$2K ﹤0.01%
+72
3240
$2K ﹤0.01%
+29
3241
$2K ﹤0.01%
+70
3242
$2K ﹤0.01%
+32
3243
$2K ﹤0.01%
+37
3244
$2K ﹤0.01%
+100
3245
$2K ﹤0.01%
+73
3246
$2K ﹤0.01%
+190
3247
$2K ﹤0.01%
+51
3248
$2K ﹤0.01%
+100
3249
$2K ﹤0.01%
+46
3250
$2K ﹤0.01%
+31
128 129
130
131 132