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
1651
$54K ﹤0.01%
+495
1652
$54K ﹤0.01%
+1,700
1653
$54K ﹤0.01%
+1,403
1654
$54K ﹤0.01%
+644
1655
$54K ﹤0.01%
+2,002
1656
$54K ﹤0.01%
+300
1657
$54K ﹤0.01%
+340
1658
$54K ﹤0.01%
+1,922
1659
$54K ﹤0.01%
+540
1660
$54K ﹤0.01%
+3,099
1661
$54K ﹤0.01%
+1,484
1662
$53K ﹤0.01%
+8,762
1663
$53K ﹤0.01%
+3,429
1664
$53K ﹤0.01%
+350
1665
$53K ﹤0.01%
+1,548
1666
$53K ﹤0.01%
+915
1667
$53K ﹤0.01%
+1,250
1668
$53K ﹤0.01%
+534
1669
$53K ﹤0.01%
+485
1670
$53K ﹤0.01%
+1,300
1671
$53K ﹤0.01%
+14,962
1672
$53K ﹤0.01%
+3,023
1673
$53K ﹤0.01%
+1,875
1674
$52K ﹤0.01%
+1,153
1675
$52K ﹤0.01%
+1,082
65 66
67
68 69