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
1576
$61K ﹤0.01%
+4,640
1577
$61K ﹤0.01%
+460
1578
$61K ﹤0.01%
+2,699
1579
$61K ﹤0.01%
+3,192
1580
$61K ﹤0.01%
+2,630
1581
$60K ﹤0.01%
+5,066
1582
$60K ﹤0.01%
+1,359
1583
$60K ﹤0.01%
+260
1584
$60K ﹤0.01%
+336
1585
$60K ﹤0.01%
+1,267
1586
$60K ﹤0.01%
+493
1587
$60K ﹤0.01%
+1,068
1588
$60K ﹤0.01%
+837
1589
$60K ﹤0.01%
+392
1590
$59K ﹤0.01%
+1,136
1591
$59K ﹤0.01%
+2,079
1592
$59K ﹤0.01%
+1,184
1593
$59K ﹤0.01%
+3,570
1594
$59K ﹤0.01%
+1,449
1595
$59K ﹤0.01%
+675
1596
$59K ﹤0.01%
+1,739
1597
$59K ﹤0.01%
+5,521
1598
$59K ﹤0.01%
+2,308
1599
$59K ﹤0.01%
+1,088
1600
$59K ﹤0.01%
+75
62 63
64
65 66