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
576
$556K 0.02%
+2,013
577
$554K 0.02%
+9,218
578
$552K 0.02%
+8,222
579
$551K 0.02%
+16,622
580
$551K 0.02%
+4,300
581
$549K 0.02%
+8,028
582
$548K 0.02%
+10,180
583
$547K 0.02%
+23,433
584
$545K 0.02%
+32,743
585
$544K 0.02%
+18,593
586
$542K 0.02%
+16,965
587
$540K 0.02%
+14,165
588
$538K 0.02%
+24,245
589
$534K 0.02%
+8,195
590
$531K 0.02%
+704
591
$531K 0.02%
+16,084
592
$531K 0.02%
+3,149
593
$530K 0.02%
+5,407
594
$526K 0.02%
+1,869
595
$526K 0.02%
+20,274
596
$526K 0.02%
+34,788
597
$519K 0.02%
+12,572
598
$518K 0.02%
+10,118
599
$518K 0.02%
+19,795
600
$516K 0.02%
+19,968
22 23
24
25 26