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
1801
$41K ﹤0.01%
+251
1802
$41K ﹤0.01%
+1,144
1803
$41K ﹤0.01%
+544
1804
$41K ﹤0.01%
+1,619
1805
$41K ﹤0.01%
+1,188
1806
$41K ﹤0.01%
+506
1807
$41K ﹤0.01%
+444
1808
$41K ﹤0.01%
+1,912
1809
$41K ﹤0.01%
+212
1810
$41K ﹤0.01%
+36
1811
$41K ﹤0.01%
+452
1812
$41K ﹤0.01%
+927
1813
$41K ﹤0.01%
+84
1814
$41K ﹤0.01%
+1,362
1815
$41K ﹤0.01%
+306
1816
$41K ﹤0.01%
+5,400
1817
$40K ﹤0.01%
+117
1818
$40K ﹤0.01%
+1,010
1819
$40K ﹤0.01%
+2,000
1820
$40K ﹤0.01%
+859
1821
$40K ﹤0.01%
+655
1822
$40K ﹤0.01%
+1,532
1823
$40K ﹤0.01%
+1,650
1824
$40K ﹤0.01%
+793
1825
$40K ﹤0.01%
+563
71 72
73
74 75