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
1501
$68K ﹤0.01%
+1,726
1502
$67K ﹤0.01%
+1,752
1503
$67K ﹤0.01%
+5,750
1504
$67K ﹤0.01%
+760
1505
$67K ﹤0.01%
+337
1506
$67K ﹤0.01%
+594
1507
$67K ﹤0.01%
+672
1508
$67K ﹤0.01%
+3,602
1509
$67K ﹤0.01%
+1,332
1510
$66K ﹤0.01%
+13,584
1511
$66K ﹤0.01%
+473
1512
$66K ﹤0.01%
+3,276
1513
$65K ﹤0.01%
+2,745
1514
$65K ﹤0.01%
+640
1515
$65K ﹤0.01%
+3,254
1516
$65K ﹤0.01%
+2,250
1517
$65K ﹤0.01%
+950
1518
$65K ﹤0.01%
+3,401
1519
$65K ﹤0.01%
+589
1520
$65K ﹤0.01%
+783
1521
$65K ﹤0.01%
+2,328
1522
$65K ﹤0.01%
+6,684
1523
$65K ﹤0.01%
+450
1524
$65K ﹤0.01%
+1,025
1525
$65K ﹤0.01%
+292
59 60
61
62 63