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
851
$266K 0.01%
+6,131
852
$265K 0.01%
+2,890
853
$265K 0.01%
+639
854
$264K 0.01%
+3,573
855
$264K 0.01%
+28,376
856
$264K 0.01%
+5,413
857
$264K 0.01%
+10,582
858
$263K 0.01%
+783
859
$263K 0.01%
+5,794
860
$261K 0.01%
+7,281
861
$261K 0.01%
+3,146
862
$260K 0.01%
+4,468
863
$260K 0.01%
+7,223
864
$260K 0.01%
+3,057
865
$259K 0.01%
+8,608
866
$258K 0.01%
+8,090
867
$258K 0.01%
+1,986
868
$258K 0.01%
+522
869
$256K 0.01%
+3,935
870
$255K 0.01%
+5,377
871
$255K 0.01%
+3,157
872
$255K 0.01%
+1,204
873
$253K 0.01%
+8,400
874
$253K 0.01%
+1,711
875
$253K 0.01%
+9,384
33 34
35
36 37