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
1126
$145K 0.01%
+3,809
1127
$145K 0.01%
+5,264
1128
$145K 0.01%
+3,847
1129
$144K 0.01%
+10,421
1130
$144K 0.01%
+376
1131
$144K 0.01%
+5,417
1132
$144K 0.01%
+3,000
1133
$144K 0.01%
+10,000
1134
$144K 0.01%
+2,747
1135
$143K 0.01%
+10,494
1136
$143K 0.01%
+941
1137
$143K 0.01%
+19,522
1138
$142K 0.01%
+10,599
1139
$142K 0.01%
+2,974
1140
$141K 0.01%
+15,575
1141
$141K 0.01%
+2,490
1142
$140K 0.01%
+4,605
1143
$140K 0.01%
+669
1144
$140K 0.01%
+2,208
1145
$140K 0.01%
+6,116
1146
$139K 0.01%
+1,844
1147
$139K 0.01%
+5,460
1148
$138K 0.01%
+3,557
1149
$138K 0.01%
+13,893
1150
$137K ﹤0.01%
+58
44 45
46
47 48