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
676
$418K 0.02%
+37,515
677
$418K 0.02%
+13,640
678
$416K 0.02%
+1,887
679
$416K 0.02%
+11,816
680
$413K 0.01%
+6,917
681
$413K 0.01%
+4,501
682
$412K 0.01%
+13,672
683
$411K 0.01%
+2,503
684
$411K 0.01%
+24,328
685
$411K 0.01%
+1,301
686
$410K 0.01%
+13,893
687
$408K 0.01%
+9,253
688
$407K 0.01%
+3,505
689
$407K 0.01%
+3,758
690
$407K 0.01%
+1,653
691
$407K 0.01%
+14,765
692
$405K 0.01%
+19,988
693
$404K 0.01%
+18,727
694
$402K 0.01%
+4,706
695
$401K 0.01%
+4,265
696
$401K 0.01%
+10,875
697
$401K 0.01%
+5,873
698
$398K 0.01%
+17,439
699
$397K 0.01%
+9,911
700
$396K 0.01%
+2,386
26 27
28
29 30