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
1201
$123K ﹤0.01%
+5,647
1202
$123K ﹤0.01%
+10,833
1203
$123K ﹤0.01%
+2,292
1204
$123K ﹤0.01%
+6,296
1205
$122K ﹤0.01%
+2,710
1206
$122K ﹤0.01%
+2,635
1207
$121K ﹤0.01%
+2,095
1208
$121K ﹤0.01%
+761
1209
$121K ﹤0.01%
+8,657
1210
$121K ﹤0.01%
+3,777
1211
$120K ﹤0.01%
+4,885
1212
$120K ﹤0.01%
+3,842
1213
$120K ﹤0.01%
+7,952
1214
$120K ﹤0.01%
+8,933
1215
$120K ﹤0.01%
+1,054
1216
$120K ﹤0.01%
+6,745
1217
$120K ﹤0.01%
+5,418
1218
$120K ﹤0.01%
+3,975
1219
$119K ﹤0.01%
+2,100
1220
$119K ﹤0.01%
+3,876
1221
$119K ﹤0.01%
+6,412
1222
$119K ﹤0.01%
+9,722
1223
$119K ﹤0.01%
+2,349
1224
$119K ﹤0.01%
+1,750
1225
$118K ﹤0.01%
+6,662
47 48
49
50 51