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
826
$280K 0.01%
+8,568
827
$280K 0.01%
+2,596
828
$279K 0.01%
+2,775
829
$279K 0.01%
+9,886
830
$279K 0.01%
+11,330
831
$278K 0.01%
+29,183
832
$277K 0.01%
+1,968
833
$275K 0.01%
+1,662
834
$274K 0.01%
+113,666
835
$274K 0.01%
+4,244
836
$273K 0.01%
+11,822
837
$272K 0.01%
+22,851
838
$271K 0.01%
+7,966
839
$271K 0.01%
+3,769
840
$270K 0.01%
+4,496
841
$269K 0.01%
+977
842
$268K 0.01%
+6,600
843
$268K 0.01%
+819
844
$267K 0.01%
+5,036
845
$267K 0.01%
+1,336
846
$266K 0.01%
+2,789
847
$266K 0.01%
+4,725
848
$266K 0.01%
+1,619
849
$266K 0.01%
+19,360
850
$266K 0.01%
+3,716
32 33
34
35 36