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
1176
$129K ﹤0.01%
+2,220
1177
$129K ﹤0.01%
+2,017
1178
$129K ﹤0.01%
+3,160
1179
$128K ﹤0.01%
+1,359
1180
$128K ﹤0.01%
+2,931
1181
$128K ﹤0.01%
+304
1182
$128K ﹤0.01%
+922
1183
$128K ﹤0.01%
+2,844
1184
$127K ﹤0.01%
+2,383
1185
$127K ﹤0.01%
+5,276
1186
$127K ﹤0.01%
+1,513
1187
$127K ﹤0.01%
+6,898
1188
$126K ﹤0.01%
+4,848
1189
$126K ﹤0.01%
+1,825
1190
$126K ﹤0.01%
+1,600
1191
$126K ﹤0.01%
+2,338
1192
$126K ﹤0.01%
+11,095
1193
$125K ﹤0.01%
+12,279
1194
$125K ﹤0.01%
+8,000
1195
$125K ﹤0.01%
+5,653
1196
$124K ﹤0.01%
+1,163
1197
$124K ﹤0.01%
+1,195
1198
$124K ﹤0.01%
+903
1199
$124K ﹤0.01%
+1,527
1200
$123K ﹤0.01%
+3,777
46 47
48
49 50