HI

Harbour Investments Portfolio holdings

AUM $3.95B
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
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 5.84%
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
176
$3.02M 0.11%
+21,838
177
$3.01M 0.11%
+29,140
178
$3.01M 0.11%
+35,631
179
$3.01M 0.11%
+39,951
180
$3M 0.11%
+56,147
181
$2.99M 0.11%
+12,290
182
$2.97M 0.11%
+46,426
183
$2.96M 0.11%
+13,040
184
$2.94M 0.11%
+26,990
185
$2.9M 0.1%
+37,460
186
$2.9M 0.1%
+42,426
187
$2.89M 0.1%
+56,909
188
$2.87M 0.1%
+56,313
189
$2.83M 0.1%
+6,212
190
$2.83M 0.1%
+69,000
191
$2.82M 0.1%
+76,545
192
$2.81M 0.1%
+34,210
193
$2.78M 0.1%
+56,403
194
$2.76M 0.1%
+35,132
195
$2.73M 0.1%
+23,091
196
$2.72M 0.1%
+23,848
197
$2.7M 0.1%
+94,369
198
$2.67M 0.1%
+8,199
199
$2.59M 0.09%
+10,521
200
$2.58M 0.09%
+7,305