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
1101
$151K 0.01%
+3,427
1102
$151K 0.01%
+1,596
1103
$151K 0.01%
+9,095
1104
$150K 0.01%
+3,449
1105
$150K 0.01%
+4,300
1106
$150K 0.01%
+925
1107
$149K 0.01%
+7,957
1108
$149K 0.01%
+6,203
1109
$149K 0.01%
+5,024
1110
$149K 0.01%
+601
1111
$149K 0.01%
+3,893
1112
$149K 0.01%
+10,793
1113
$149K 0.01%
+843
1114
$148K 0.01%
+1,816
1115
$148K 0.01%
+12,650
1116
$148K 0.01%
+4,291
1117
$148K 0.01%
+9,092
1118
$147K 0.01%
+795
1119
$147K 0.01%
+858
1120
$147K 0.01%
+2,340
1121
$147K 0.01%
+704
1122
$147K 0.01%
+2,815
1123
$147K 0.01%
+461
1124
$146K 0.01%
+2,600
1125
$146K 0.01%
+2,011
43 44
45
46 47