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
2051
$26K ﹤0.01%
+182
2052
$26K ﹤0.01%
+2,874
2053
$26K ﹤0.01%
+792
2054
$26K ﹤0.01%
+156
2055
$26K ﹤0.01%
+1,262
2056
$26K ﹤0.01%
+530
2057
$26K ﹤0.01%
+260
2058
$26K ﹤0.01%
+309
2059
$26K ﹤0.01%
+566
2060
$26K ﹤0.01%
+340
2061
$26K ﹤0.01%
+3,350
2062
$26K ﹤0.01%
+724
2063
$26K ﹤0.01%
+577
2064
$26K ﹤0.01%
+126
2065
$26K ﹤0.01%
+969
2066
$26K ﹤0.01%
+11,003
2067
$26K ﹤0.01%
+1,896
2068
$26K ﹤0.01%
+212
2069
$26K ﹤0.01%
+799
2070
$26K ﹤0.01%
+1,750
2071
$26K ﹤0.01%
+836
2072
$26K ﹤0.01%
+1,303
2073
$26K ﹤0.01%
+688
2074
$26K ﹤0.01%
+1,695
2075
$26K ﹤0.01%
+353