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
1451
$76K ﹤0.01%
+3,499
1452
$76K ﹤0.01%
+1,179
1453
$75K ﹤0.01%
+1,148
1454
$75K ﹤0.01%
+1,127
1455
$75K ﹤0.01%
+1,849
1456
$75K ﹤0.01%
+3,262
1457
$75K ﹤0.01%
+93
1458
$74K ﹤0.01%
+1,215
1459
$74K ﹤0.01%
+7,789
1460
$74K ﹤0.01%
+1,079
1461
$74K ﹤0.01%
+358
1462
$74K ﹤0.01%
+806
1463
$74K ﹤0.01%
+5,200
1464
$74K ﹤0.01%
+2,573
1465
$74K ﹤0.01%
+2,320
1466
$74K ﹤0.01%
+4,238
1467
$73K ﹤0.01%
+1,177
1468
$73K ﹤0.01%
+2,347
1469
$73K ﹤0.01%
+1,904
1470
$73K ﹤0.01%
+7,000
1471
$72K ﹤0.01%
+3,479
1472
$72K ﹤0.01%
+3,013
1473
$72K ﹤0.01%
+2,258
1474
$72K ﹤0.01%
+2,891
1475
$72K ﹤0.01%
+864
57 58
59
60 61