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
901
$234K 0.01%
+2,046
902
$232K 0.01%
+3,492
903
$231K 0.01%
+9,250
904
$231K 0.01%
+8,406
905
$231K 0.01%
+1,922
906
$230K 0.01%
+5,257
907
$230K 0.01%
+3,362
908
$229K 0.01%
+7,134
909
$229K 0.01%
+2,632
910
$226K 0.01%
+9,667
911
$226K 0.01%
+3,239
912
$226K 0.01%
+4,479
913
$225K 0.01%
+13,299
914
$225K 0.01%
+2,147
915
$225K 0.01%
+3,450
916
$225K 0.01%
+8,378
917
$224K 0.01%
+24,607
918
$222K 0.01%
+1,032
919
$221K 0.01%
+4,524
920
$221K 0.01%
+5,576
921
$220K 0.01%
+4,481
922
$220K 0.01%
+2,245
923
$220K 0.01%
+4,914
924
$219K 0.01%
+6,945
925
$219K 0.01%
+5,950
35 36
37
38 39