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
1376
$86K ﹤0.01%
+2,930
1377
$86K ﹤0.01%
+1,637
1378
$86K ﹤0.01%
+553
1379
$86K ﹤0.01%
+2,654
1380
$85K ﹤0.01%
+5,147
1381
$85K ﹤0.01%
+3,685
1382
$85K ﹤0.01%
+21,549
1383
$85K ﹤0.01%
+356
1384
$85K ﹤0.01%
+13,306
1385
$85K ﹤0.01%
+5,452
1386
$85K ﹤0.01%
+1,552
1387
$84K ﹤0.01%
+1,206
1388
$84K ﹤0.01%
+2,483
1389
$84K ﹤0.01%
+2,956
1390
$84K ﹤0.01%
+557
1391
$84K ﹤0.01%
+880
1392
$84K ﹤0.01%
+1,324
1393
$84K ﹤0.01%
+4,725
1394
$83K ﹤0.01%
+2,431
1395
$83K ﹤0.01%
+1,650
1396
$83K ﹤0.01%
+8,076
1397
$83K ﹤0.01%
+2,314
1398
$83K ﹤0.01%
+592
1399
$83K ﹤0.01%
+1,581
1400
$83K ﹤0.01%
+3,152
54 55
56
57 58