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
3301
$2K ﹤0.01%
+10
3302
$2K ﹤0.01%
+91
3303
$2K ﹤0.01%
+32
3304
$2K ﹤0.01%
+123
3305
$2K ﹤0.01%
+152
3306
$2K ﹤0.01%
+400
3307
$2K ﹤0.01%
+917
3308
$2K ﹤0.01%
+18
3309
$2K ﹤0.01%
+70
3310
$2K ﹤0.01%
+69
3311
$2K ﹤0.01%
+44
3312
$2K ﹤0.01%
+35
3313
$1K ﹤0.01%
+41
3314
$1K ﹤0.01%
+11
3315
$1K ﹤0.01%
+17
3316
$1K ﹤0.01%
+100
3317
$1K ﹤0.01%
+13
3318
$1K ﹤0.01%
+8
3319
$1K ﹤0.01%
+50
3320
$1K ﹤0.01%
+31
3321
$1K ﹤0.01%
+24
3322
$1K ﹤0.01%
+348
3323
$1K ﹤0.01%
+103
3324
$1K ﹤0.01%
+9
3325
$1K ﹤0.01%
+66
131 132
133
134 135