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
701
$396K 0.01%
+13,709
702
$394K 0.01%
+15,631
703
$391K 0.01%
+9,215
704
$391K 0.01%
+16,822
705
$391K 0.01%
+7,512
706
$390K 0.01%
+9,234
707
$390K 0.01%
+15,779
708
$389K 0.01%
+4,186
709
$388K 0.01%
+2,244
710
$386K 0.01%
+6,610
711
$386K 0.01%
+1,774
712
$386K 0.01%
+24,126
713
$385K 0.01%
+1,593
714
$383K 0.01%
+4,553
715
$383K 0.01%
+3,050
716
$383K 0.01%
+19,638
717
$382K 0.01%
+1,611
718
$382K 0.01%
+5,771
719
$378K 0.01%
+5,533
720
$378K 0.01%
+6,577
721
$377K 0.01%
+2,079
722
$373K 0.01%
+1,702
723
$371K 0.01%
+20,418
724
$370K 0.01%
+9,192
725
$370K 0.01%
+4,370
27 28
29
30 31