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
3276
$2K ﹤0.01%
+145
3277
$2K ﹤0.01%
+187
3278
– –
0
3279
$2K ﹤0.01%
+9
3280
$2K ﹤0.01%
+18
3281
$2K ﹤0.01%
+451
3282
$2K ﹤0.01%
+200
3283
$2K ﹤0.01%
+100
3284
$2K ﹤0.01%
+544
3285
$2K ﹤0.01%
+29
3286
$2K ﹤0.01%
+30
3287
$2K ﹤0.01%
+57
3288
$2K ﹤0.01%
+97
3289
$2K ﹤0.01%
+33
3290
$2K ﹤0.01%
+109
3291
$2K ﹤0.01%
+70
3292
$2K ﹤0.01%
+200
3293
$2K ﹤0.01%
+69
3294
$2K ﹤0.01%
+250
3295
$2K ﹤0.01%
+160
3296
$2K ﹤0.01%
+68
3297
$2K ﹤0.01%
+587
3298
$2K ﹤0.01%
+47
3299
$2K ﹤0.01%
+28
3300
$2K ﹤0.01%
+735
130 131
132
133 134