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
1276
$105K ﹤0.01%
+4,100
1277
$105K ﹤0.01%
+4,720
1278
$105K ﹤0.01%
+7,270
1279
$104K ﹤0.01%
+1,500
1280
$104K ﹤0.01%
+3,267
1281
$104K ﹤0.01%
+1,194
1282
$104K ﹤0.01%
+10,000
1283
$104K ﹤0.01%
+1,113
1284
$104K ﹤0.01%
+1,097
1285
$104K ﹤0.01%
+2,670
1286
$104K ﹤0.01%
+1,442
1287
$104K ﹤0.01%
+479
1288
$103K ﹤0.01%
+629
1289
$102K ﹤0.01%
+744
1290
$102K ﹤0.01%
+894
1291
$102K ﹤0.01%
+1,289
1292
$102K ﹤0.01%
+679
1293
$102K ﹤0.01%
+3,145
1294
$101K ﹤0.01%
+3,849
1295
$101K ﹤0.01%
+4,515
1296
$101K ﹤0.01%
+17,826
1297
$100K ﹤0.01%
+1,073
1298
$100K ﹤0.01%
+9,719
1299
$100K ﹤0.01%
+14,009
1300
$100K ﹤0.01%
+4,050
50 51
52
53 54