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
801
$298K 0.01%
+2,374
802
$297K 0.01%
+3,249
803
$297K 0.01%
+17,673
804
$296K 0.01%
+5,426
805
$296K 0.01%
+1,965
806
$294K 0.01%
+6,790
807
$294K 0.01%
+1,452
808
$293K 0.01%
+5,322
809
$292K 0.01%
+8,428
810
$291K 0.01%
+9,163
811
$290K 0.01%
+4,814
812
$289K 0.01%
+4,227
813
$289K 0.01%
+10,070
814
$289K 0.01%
+10,474
815
$288K 0.01%
+7,075
816
$286K 0.01%
+5,122
817
$286K 0.01%
+4,839
818
$285K 0.01%
+4,780
819
$284K 0.01%
+22,223
820
$284K 0.01%
+4,466
821
$283K 0.01%
+7,960
822
$282K 0.01%
+1,926
823
$282K 0.01%
+2,963
824
$282K 0.01%
+5,138
825
$281K 0.01%
+5,201
31 32
33
34 35