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
2001
$29K ﹤0.01%
+2,875
2002
$29K ﹤0.01%
+1,097
2003
$29K ﹤0.01%
+1,149
2004
$29K ﹤0.01%
+636
2005
$29K ﹤0.01%
+407
2006
$29K ﹤0.01%
+2,006
2007
$29K ﹤0.01%
+663
2008
$29K ﹤0.01%
+1,121
2009
$29K ﹤0.01%
+625
2010
$29K ﹤0.01%
+1,148
2011
$28K ﹤0.01%
+210
2012
$28K ﹤0.01%
+288
2013
$28K ﹤0.01%
+1,392
2014
$28K ﹤0.01%
+3,000
2015
$28K ﹤0.01%
+640
2016
$28K ﹤0.01%
+1,770
2017
$28K ﹤0.01%
+4,326
2018
$28K ﹤0.01%
+35
2019
$28K ﹤0.01%
+2,940
2020
$28K ﹤0.01%
+495
2021
$28K ﹤0.01%
+478
2022
$28K ﹤0.01%
+582
2023
$28K ﹤0.01%
+207
2024
$28K ﹤0.01%
+500
2025
$28K ﹤0.01%
+643
79 80
81
82 83