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
1751
$45K ﹤0.01%
+781
1752
$45K ﹤0.01%
+3,000
1753
$45K ﹤0.01%
+79
1754
$45K ﹤0.01%
+3,311
1755
$45K ﹤0.01%
+378
1756
$45K ﹤0.01%
+1,084
1757
$45K ﹤0.01%
+903
1758
$45K ﹤0.01%
+591
1759
$45K ﹤0.01%
+915
1760
$45K ﹤0.01%
+2,241
1761
$45K ﹤0.01%
+1,673
1762
$45K ﹤0.01%
+1,290
1763
$45K ﹤0.01%
+1,321
1764
$44K ﹤0.01%
+4,954
1765
$44K ﹤0.01%
+679
1766
$44K ﹤0.01%
+207
1767
$44K ﹤0.01%
+295
1768
$44K ﹤0.01%
+489
1769
$44K ﹤0.01%
+1,262
1770
$44K ﹤0.01%
+3,347
1771
$44K ﹤0.01%
+1,011
1772
$44K ﹤0.01%
+2,101
1773
$43K ﹤0.01%
+592
1774
$43K ﹤0.01%
+231
1775
$43K ﹤0.01%
+848
69 70
71
72 73