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
1951
$31K ﹤0.01%
+3,060
1952
$31K ﹤0.01%
+396
1953
$31K ﹤0.01%
+40
1954
$31K ﹤0.01%
+904
1955
$31K ﹤0.01%
+988
1956
$31K ﹤0.01%
+202
1957
$31K ﹤0.01%
+964
1958
$31K ﹤0.01%
+243
1959
$31K ﹤0.01%
+368
1960
$30K ﹤0.01%
+648
1961
$30K ﹤0.01%
+100
1962
$30K ﹤0.01%
+390
1963
$30K ﹤0.01%
+1,006
1964
$30K ﹤0.01%
+1,233
1965
$30K ﹤0.01%
+664
1966
$30K ﹤0.01%
+2,286
1967
$30K ﹤0.01%
+441
1968
$30K ﹤0.01%
+755
1969
$30K ﹤0.01%
+613
1970
$30K ﹤0.01%
+618
1971
$30K ﹤0.01%
+337
1972
$30K ﹤0.01%
+330
1973
$30K ﹤0.01%
+891
1974
$30K ﹤0.01%
+1,107
1975
$30K ﹤0.01%
+2,764
77 78
79
80 81