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
1226
$117K ﹤0.01%
+7,000
1227
$117K ﹤0.01%
+1,665
1228
$116K ﹤0.01%
+1,739
1229
$116K ﹤0.01%
+8,030
1230
$116K ﹤0.01%
+852
1231
$115K ﹤0.01%
+5,400
1232
$115K ﹤0.01%
+2,077
1233
$115K ﹤0.01%
+1,845
1234
$115K ﹤0.01%
+7,103
1235
$114K ﹤0.01%
+10,819
1236
$114K ﹤0.01%
+3,259
1237
$114K ﹤0.01%
+732
1238
$114K ﹤0.01%
+6,233
1239
$113K ﹤0.01%
+3,000
1240
$112K ﹤0.01%
+3,829
1241
$112K ﹤0.01%
+3,051
1242
$112K ﹤0.01%
+277
1243
$112K ﹤0.01%
+1,968
1244
$112K ﹤0.01%
+270
1245
$112K ﹤0.01%
+2,826
1246
$112K ﹤0.01%
+1,220
1247
$111K ﹤0.01%
+2,645
1248
$111K ﹤0.01%
+5,155
1249
$111K ﹤0.01%
+7,700
1250
$111K ﹤0.01%
+1,185
48 49
50
51 52