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
626
$471K 0.02%
+9,774
627
$470K 0.02%
+9,926
628
$469K 0.02%
+1,976
629
$468K 0.02%
+5,461
630
$467K 0.02%
+16,440
631
$466K 0.02%
+4,903
632
$466K 0.02%
+12,072
633
$464K 0.02%
+3,264
634
$464K 0.02%
+15,687
635
$462K 0.02%
+9,293
636
$461K 0.02%
+7,946
637
$461K 0.02%
+60,120
638
$459K 0.02%
+7,044
639
$458K 0.02%
+17,263
640
$456K 0.02%
+5,410
641
$456K 0.02%
+20,154
642
$456K 0.02%
+7,974
643
$456K 0.02%
+44,840
644
$455K 0.02%
+2,032
645
$455K 0.02%
+8,835
646
$453K 0.02%
+1,977
647
$448K 0.02%
+11,074
648
$448K 0.02%
+7,132
649
$447K 0.02%
+2,381
650
$447K 0.02%
+2,972
24 25
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27 28