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
1926
$32K ﹤0.01%
+292
1927
$32K ﹤0.01%
+7
1928
$32K ﹤0.01%
+73
1929
$32K ﹤0.01%
+875
1930
$32K ﹤0.01%
+240
1931
$32K ﹤0.01%
+1,640
1932
$32K ﹤0.01%
+914
1933
$32K ﹤0.01%
+1,589
1934
$32K ﹤0.01%
+1,000
1935
$32K ﹤0.01%
+1,500
1936
$32K ﹤0.01%
+447
1937
$32K ﹤0.01%
+286
1938
$32K ﹤0.01%
+423
1939
$32K ﹤0.01%
+1,252
1940
$32K ﹤0.01%
+375
1941
$31K ﹤0.01%
+1,300
1942
$31K ﹤0.01%
+2,299
1943
$31K ﹤0.01%
+632
1944
$31K ﹤0.01%
+1,000
1945
$31K ﹤0.01%
+3,034
1946
$31K ﹤0.01%
+3,081
1947
$31K ﹤0.01%
+2,498
1948
$31K ﹤0.01%
+297
1949
$31K ﹤0.01%
+792
1950
$31K ﹤0.01%
+616
76 77
78
79 80