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
1976
$30K ﹤0.01%
+791
1977
$30K ﹤0.01%
+558
1978
$30K ﹤0.01%
+498
1979
$30K ﹤0.01%
+7,625
1980
$29K ﹤0.01%
+398
1981
$29K ﹤0.01%
+1,108
1982
$29K ﹤0.01%
+900
1983
$29K ﹤0.01%
+1,317
1984
$29K ﹤0.01%
+100
1985
$29K ﹤0.01%
+687
1986
$29K ﹤0.01%
+668
1987
$29K ﹤0.01%
+562
1988
$29K ﹤0.01%
+745
1989
$29K ﹤0.01%
+2,060
1990
$29K ﹤0.01%
+1,319
1991
$29K ﹤0.01%
+3,161
1992
$29K ﹤0.01%
+2,032
1993
$29K ﹤0.01%
+150
1994
$29K ﹤0.01%
+135
1995
$29K ﹤0.01%
+1,914
1996
$29K ﹤0.01%
+214
1997
$29K ﹤0.01%
+170
1998
$29K ﹤0.01%
+1,425
1999
$29K ﹤0.01%
+1,000
2000
$29K ﹤0.01%
+1,087
78 79
80
81 82