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
1901
$34K ﹤0.01%
+300
1902
$34K ﹤0.01%
+708
1903
$34K ﹤0.01%
+684
1904
$34K ﹤0.01%
+360
1905
$34K ﹤0.01%
+552
1906
$34K ﹤0.01%
+300
1907
$34K ﹤0.01%
+453
1908
$34K ﹤0.01%
+2,245
1909
$34K ﹤0.01%
+1,218
1910
$33K ﹤0.01%
+707
1911
$33K ﹤0.01%
+2,273
1912
$33K ﹤0.01%
+1,479
1913
$33K ﹤0.01%
+600
1914
$33K ﹤0.01%
+300
1915
$33K ﹤0.01%
+104
1916
$33K ﹤0.01%
+622
1917
$33K ﹤0.01%
+2,199
1918
$33K ﹤0.01%
+2,010
1919
$33K ﹤0.01%
+200
1920
$33K ﹤0.01%
+19,583
1921
$33K ﹤0.01%
+983
1922
$33K ﹤0.01%
+1,920
1923
$32K ﹤0.01%
+304
1924
$32K ﹤0.01%
+139
1925
$32K ﹤0.01%
+2,100
75 76
77
78 79