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
876
$251K 0.01%
+16,238
877
$250K 0.01%
+4,827
878
$249K 0.01%
+9,021
879
$249K 0.01%
+8,000
880
$248K 0.01%
+4,827
881
$248K 0.01%
+17,787
882
$247K 0.01%
+1,062
883
$246K 0.01%
+5,550
884
$245K 0.01%
+8,709
885
$243K 0.01%
+456
886
$243K 0.01%
+3,246
887
$242K 0.01%
+10,047
888
$241K 0.01%
+5,217
889
$241K 0.01%
+22,364
890
$241K 0.01%
+16,004
891
$239K 0.01%
+8,156
892
$239K 0.01%
+1,703
893
$238K 0.01%
+9,932
894
$237K 0.01%
+4,639
895
$237K 0.01%
+3,185
896
$236K 0.01%
+7,405
897
$236K 0.01%
+5,242
898
$236K 0.01%
+22,062
899
$235K 0.01%
+3,090
900
$235K 0.01%
+2,609
34 35
36
37 38