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
1001
$186K 0.01%
+1,438
1002
$186K 0.01%
+3,708
1003
$185K 0.01%
+10,500
1004
$185K 0.01%
+3,531
1005
$184K 0.01%
+5,600
1006
$184K 0.01%
+5,202
1007
$184K 0.01%
+4,854
1008
$184K 0.01%
+9,182
1009
$184K 0.01%
+2,643
1010
$183K 0.01%
+1,587
1011
$183K 0.01%
+3,602
1012
$182K 0.01%
+1,648
1013
$182K 0.01%
+4,386
1014
$181K 0.01%
+2,578
1015
$181K 0.01%
+1,810
1016
$180K 0.01%
+740
1017
$180K 0.01%
+982
1018
$180K 0.01%
+12,928
1019
$180K 0.01%
+4,297
1020
$179K 0.01%
+1,376
1021
$179K 0.01%
+2,794
1022
$179K 0.01%
+2,046
1023
$179K 0.01%
+2,810
1024
$178K 0.01%
+10,235
1025
$178K 0.01%
+11,386
39 40
41
42 43