HI

Harbour Investments Portfolio holdings

AUM $3.95B
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
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 5.84%
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
51
$10.4M 0.38%
+56,522
52
$10.4M 0.37%
+64,691
53
$10.3M 0.37%
+210,035
54
$10.2M 0.37%
+30,884
55
$10.1M 0.36%
+71,401
56
$9.94M 0.36%
+60,456
57
$9.81M 0.35%
+74,611
58
$9.66M 0.35%
+63,491
59
$9.31M 0.34%
+151,340
60
$9.25M 0.33%
+371,240
61
$8.41M 0.3%
+89,883
62
$8.37M 0.3%
+228,999
63
$8.33M 0.3%
+364,393
64
$8.22M 0.3%
+75,991
65
$8.19M 0.29%
+94,995
66
$8.17M 0.29%
+114,501
67
$8.01M 0.29%
+163,195
68
$7.9M 0.28%
+35,469
69
$7.48M 0.27%
+55,435
70
$7.46M 0.27%
+133,612
71
$7.42M 0.27%
+34,663
72
$7.34M 0.26%
+213,047
73
$7.2M 0.26%
+31,062
74
$7.15M 0.26%
+19,934
75
$7.11M 0.26%
+68,900
1 2
3
4 5