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
3576
$1K ﹤0.01%
+34
3577
$0 ﹤0.01%
+5
3578
– –
0
3579
$0 ﹤0.01%
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3580
$0 ﹤0.01%
+3
3581
$0 ﹤0.01%
+1
3582
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0
3583
$0 ﹤0.01%
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3584
$0 ﹤0.01%
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3585
$0 ﹤0.01%
+109
3586
$0 ﹤0.01%
+2
3587
– –
0
3588
$0 ﹤0.01%
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3589
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0
3590
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3592
$0 ﹤0.01%
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3593
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3594
$0 ﹤0.01%
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$0 ﹤0.01%
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3596
$0 ﹤0.01%
+4
3597
– –
0
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$0 ﹤0.01%
+30
3599
$0 ﹤0.01%
+14
3600
$0 ﹤0.01%
+4
142 143
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