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
776
$321K 0.01%
+5,549
777
$318K 0.01%
+16,185
778
$318K 0.01%
+1,692
779
$318K 0.01%
+1,800
780
$317K 0.01%
+1,368
781
$316K 0.01%
+5,186
782
$315K 0.01%
+5,032
783
$314K 0.01%
+4,622
784
$313K 0.01%
+4,520
785
$312K 0.01%
+4,350
786
$312K 0.01%
+8,774
787
$312K 0.01%
+12,325
788
$310K 0.01%
+5,495
789
$310K 0.01%
+1,175
790
$309K 0.01%
+5,045
791
$309K 0.01%
+11,504
792
$307K 0.01%
+1,604
793
$306K 0.01%
+2,665
794
$306K 0.01%
+8,461
795
$302K 0.01%
+22,886
796
$302K 0.01%
+3,571
797
$299K 0.01%
+24,964
798
$299K 0.01%
+14,750
799
$298K 0.01%
+5,202
800
$298K 0.01%
+2,250
30 31
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