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
3351
$1K ﹤0.01%
+32
3352
$1K ﹤0.01%
+1,264
3353
$1K ﹤0.01%
+10
3354
$1K ﹤0.01%
+100
3355
$1K ﹤0.01%
+47
3356
– –
0
3357
$1K ﹤0.01%
+29
3358
$1K ﹤0.01%
+35
3359
$1K ﹤0.01%
+25
3360
$1K ﹤0.01%
+5
3361
$1K ﹤0.01%
+8
3362
$1K ﹤0.01%
+15
3363
$1K ﹤0.01%
+8
3364
$1K ﹤0.01%
+18
3365
$1K ﹤0.01%
+65
3366
$1K ﹤0.01%
+5
3367
$1K ﹤0.01%
+27
3368
$1K ﹤0.01%
+100
3369
$1K ﹤0.01%
+100
3370
$1K ﹤0.01%
+300
3371
$1K ﹤0.01%
+2
3372
$1K ﹤0.01%
+7
3373
$1K ﹤0.01%
+43
3374
$1K ﹤0.01%
+250
3375
$1K ﹤0.01%
+188
133 134
135
136 137