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
1676
$52K ﹤0.01%
+493
1677
$52K ﹤0.01%
+2,200
1678
$52K ﹤0.01%
+3,751
1679
$52K ﹤0.01%
+5,200
1680
$52K ﹤0.01%
+1,293
1681
$52K ﹤0.01%
+369
1682
$52K ﹤0.01%
+1,150
1683
$52K ﹤0.01%
+1,265
1684
$52K ﹤0.01%
+3,456
1685
$52K ﹤0.01%
+1,138
1686
$52K ﹤0.01%
+43
1687
$52K ﹤0.01%
+1,138
1688
$52K ﹤0.01%
+1,130
1689
$52K ﹤0.01%
+484
1690
$52K ﹤0.01%
+1,996
1691
$52K ﹤0.01%
+5,134
1692
$52K ﹤0.01%
+594
1693
$51K ﹤0.01%
+278
1694
$51K ﹤0.01%
+621
1695
$51K ﹤0.01%
+2,274
1696
$51K ﹤0.01%
+742
1697
$51K ﹤0.01%
+1,771
1698
$51K ﹤0.01%
+3,105
1699
$51K ﹤0.01%
+375
1700
$51K ﹤0.01%
+1,663
66 67
68
69 70