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
1401
$82K ﹤0.01%
+1,084
1402
$82K ﹤0.01%
+1,025
1403
$82K ﹤0.01%
+490
1404
$82K ﹤0.01%
+981
1405
$82K ﹤0.01%
+3,321
1406
$82K ﹤0.01%
+4,200
1407
$82K ﹤0.01%
+4,997
1408
$82K ﹤0.01%
+6,092
1409
$81K ﹤0.01%
+3,014
1410
$81K ﹤0.01%
+2,631
1411
$81K ﹤0.01%
+3,100
1412
$81K ﹤0.01%
+877
1413
$81K ﹤0.01%
+5,139
1414
$81K ﹤0.01%
+1,654
1415
$81K ﹤0.01%
+3,910
1416
$81K ﹤0.01%
+2,720
1417
$81K ﹤0.01%
+4,440
1418
$81K ﹤0.01%
+5,575
1419
$80K ﹤0.01%
+5,000
1420
$80K ﹤0.01%
+1,597
1421
$80K ﹤0.01%
+4,122
1422
$80K ﹤0.01%
+1,782
1423
$80K ﹤0.01%
+8,874
1424
$79K ﹤0.01%
+6,111
1425
$79K ﹤0.01%
+1,690
55 56
57
58 59