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
601
$512K 0.02%
+458
602
$508K 0.02%
+14,350
603
$507K 0.02%
+2,681
604
$507K 0.02%
+35,902
605
$503K 0.02%
+9,539
606
$503K 0.02%
+11,107
607
$501K 0.02%
+22,501
608
$500K 0.02%
+8,768
609
$500K 0.02%
+48,346
610
$496K 0.02%
+7,480
611
$494K 0.02%
+4,788
612
$494K 0.02%
+12,306
613
$489K 0.02%
+32,827
614
$489K 0.02%
+22,700
615
$487K 0.02%
+26,955
616
$487K 0.02%
+7,817
617
$482K 0.02%
+6,028
618
$480K 0.02%
+2,630
619
$479K 0.02%
+5,657
620
$479K 0.02%
+20,409
621
$478K 0.02%
+9,251
622
$476K 0.02%
+18,926
623
$476K 0.02%
+1,452
624
$476K 0.02%
+11,900
625
$474K 0.02%
+12,478
23 24
25
26 27