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
926
$218K 0.01%
+7,031
927
$217K 0.01%
+2,193
928
$217K 0.01%
+591
929
$217K 0.01%
+8,335
930
$214K 0.01%
+7,065
931
$214K 0.01%
+10,271
932
$213K 0.01%
+4,508
933
$213K 0.01%
+1,369
934
$212K 0.01%
+1,864
935
$212K 0.01%
+5,215
936
$211K 0.01%
+1,482
937
$211K 0.01%
+4,034
938
$210K 0.01%
+3,486
939
$210K 0.01%
+2,216
940
$209K 0.01%
+14,023
941
$209K 0.01%
+5,162
942
$208K 0.01%
+9,928
943
$208K 0.01%
+5,491
944
$208K 0.01%
+743
945
$207K 0.01%
+3,313
946
$207K 0.01%
+625
947
$206K 0.01%
+3,268
948
$206K 0.01%
+3,442
949
$206K 0.01%
+6,520
950
$205K 0.01%
+4,081
36 37
38
39 40