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
651
$446K 0.02%
+937
652
$445K 0.02%
+4,681
653
$444K 0.02%
+4,978
654
$443K 0.02%
+3,451
655
$440K 0.02%
+4,850
656
$439K 0.02%
+10,900
657
$439K 0.02%
+2,177
658
$437K 0.02%
+1,646
659
$437K 0.02%
+17,986
660
$436K 0.02%
+16,390
661
$436K 0.02%
+100,119
662
$435K 0.02%
+802
663
$435K 0.02%
+5,563
664
$434K 0.02%
+18,140
665
$434K 0.02%
+5,167
666
$434K 0.02%
+5,199
667
$433K 0.02%
+7,215
668
$432K 0.02%
+7,119
669
$427K 0.02%
+5,968
670
$426K 0.02%
+6,744
671
$425K 0.02%
+9,355
672
$421K 0.02%
+367
673
$420K 0.02%
+5,134
674
$420K 0.02%
+285
675
$418K 0.02%
+1,933
25 26
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