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
751
$342K 0.01%
+6,100
752
$342K 0.01%
+969
753
$340K 0.01%
+67,846
754
$340K 0.01%
+2,225
755
$339K 0.01%
+11,400
756
$338K 0.01%
+1,554
757
$337K 0.01%
+6,877
758
$337K 0.01%
+94,991
759
$336K 0.01%
+4,034
760
$336K 0.01%
+4,280
761
$335K 0.01%
+12,501
762
$334K 0.01%
+2,513
763
$334K 0.01%
+7,304
764
$333K 0.01%
+7,672
765
$333K 0.01%
+11,167
766
$332K 0.01%
+3,791
767
$332K 0.01%
+31,721
768
$329K 0.01%
+49,442
769
$327K 0.01%
+4,731
770
$324K 0.01%
+9,843
771
$324K 0.01%
+7,031
772
$324K 0.01%
+24,537
773
$323K 0.01%
+6,513
774
$322K 0.01%
+6,288
775
$322K 0.01%
+5,443
29 30
31
32 33