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
1776
$43K ﹤0.01%
+2,465
1777
$43K ﹤0.01%
+175
1778
$43K ﹤0.01%
+1,309
1779
$43K ﹤0.01%
+919
1780
$43K ﹤0.01%
+1,137
1781
$43K ﹤0.01%
+203
1782
$43K ﹤0.01%
+2,430
1783
$43K ﹤0.01%
+1,360
1784
$43K ﹤0.01%
+1,471
1785
$42K ﹤0.01%
+3,360
1786
$42K ﹤0.01%
+146
1787
$42K ﹤0.01%
+1,086
1788
$42K ﹤0.01%
+336
1789
$42K ﹤0.01%
+2,833
1790
$42K ﹤0.01%
+2,635
1791
$42K ﹤0.01%
+955
1792
$42K ﹤0.01%
+2,909
1793
$42K ﹤0.01%
+1,254
1794
$42K ﹤0.01%
+800
1795
$42K ﹤0.01%
+3,872
1796
$42K ﹤0.01%
+579
1797
$42K ﹤0.01%
+1,417
1798
$41K ﹤0.01%
+2,000
1799
$41K ﹤0.01%
+2,048
1800
$41K ﹤0.01%
+3,105
70 71
72
73 74