HI

Harbour Investments Portfolio holdings

AUM $3.95B
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
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 5.84%
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
26
$20.2M 0.73%
+342,037
27
$19.6M 0.71%
+133,558
28
$18.9M 0.68%
+86,828
29
$18.5M 0.67%
+745,494
30
$18.5M 0.66%
+71,815
31
$18M 0.65%
+217,697
32
$17M 0.61%
+143,046
33
$16.6M 0.6%
+196,006
34
$15.5M 0.56%
+234,543
35
$14.3M 0.52%
+531,410
36
$13.7M 0.49%
+337,172
37
$13.4M 0.48%
+33,830
38
$12.8M 0.46%
+177,103
39
$12.7M 0.46%
+278,164
40
$12.6M 0.45%
+635,768
41
$12.6M 0.45%
+840,446
42
$12.3M 0.44%
+235,373
43
$11.5M 0.41%
+611,894
44
$11.3M 0.41%
+30,104
45
$11.1M 0.4%
+160,723
46
$10.8M 0.39%
+44,256
47
$10.8M 0.39%
+35,265
48
$10.7M 0.39%
+118,255
49
$10.5M 0.38%
+521,126
50
$10.5M 0.38%
+43,064
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