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
1326
$94K ﹤0.01%
+3,150
1327
$94K ﹤0.01%
+352
1328
$94K ﹤0.01%
+1,482
1329
$93K ﹤0.01%
+5,878
1330
$93K ﹤0.01%
+2,507
1331
$93K ﹤0.01%
+1,525
1332
$93K ﹤0.01%
+833
1333
$93K ﹤0.01%
+2,985
1334
$93K ﹤0.01%
+1,743
1335
$93K ﹤0.01%
+1,517
1336
$92K ﹤0.01%
+2,601
1337
$92K ﹤0.01%
+135
1338
$92K ﹤0.01%
+2,064
1339
$92K ﹤0.01%
+1,003
1340
$92K ﹤0.01%
+2,158
1341
$92K ﹤0.01%
+1,049
1342
$92K ﹤0.01%
+1,392
1343
$92K ﹤0.01%
+4,339
1344
$91K ﹤0.01%
+2,784
1345
$91K ﹤0.01%
+627
1346
$90K ﹤0.01%
+2,945
1347
$90K ﹤0.01%
+5,376
1348
$90K ﹤0.01%
+2,406
1349
$90K ﹤0.01%
+1,354
1350
$90K ﹤0.01%
+1,981
52 53
54
55 56