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
3251
$2K ﹤0.01%
+58
3252
$2K ﹤0.01%
+28
3253
$2K ﹤0.01%
+302
3254
$2K ﹤0.01%
+181
3255
$2K ﹤0.01%
+200
3256
$2K ﹤0.01%
+115
3257
$2K ﹤0.01%
+4
3258
$2K ﹤0.01%
+1
3259
$2K ﹤0.01%
+9
3260
$2K ﹤0.01%
+39
3261
$2K ﹤0.01%
+132
3262
$2K ﹤0.01%
+20
3263
$2K ﹤0.01%
+75
3264
$2K ﹤0.01%
+29
3265
$2K ﹤0.01%
+80
3266
$2K ﹤0.01%
+60
3267
$2K ﹤0.01%
+62
3268
$2K ﹤0.01%
+240
3269
$2K ﹤0.01%
+100
3270
$2K ﹤0.01%
+80
3271
$2K ﹤0.01%
+85
3272
$2K ﹤0.01%
+66
3273
$2K ﹤0.01%
+42
3274
$2K ﹤0.01%
+43
3275
$2K ﹤0.01%
+168
129 130
131
132 133