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
2076
$26K ﹤0.01%
+940
2077
$26K ﹤0.01%
+2,200
2078
$26K ﹤0.01%
+1,040
2079
$25K ﹤0.01%
+1,732
2080
$25K ﹤0.01%
+482
2081
$25K ﹤0.01%
+549
2082
$25K ﹤0.01%
+320
2083
$25K ﹤0.01%
+300
2084
$25K ﹤0.01%
+904
2085
$25K ﹤0.01%
+910
2086
$25K ﹤0.01%
+1,559
2087
$25K ﹤0.01%
+728
2088
$25K ﹤0.01%
+1,060
2089
$25K ﹤0.01%
+21
2090
$25K ﹤0.01%
+181
2091
$25K ﹤0.01%
+496
2092
$25K ﹤0.01%
+204
2093
$25K ﹤0.01%
+1,000
2094
$25K ﹤0.01%
+1,240
2095
$25K ﹤0.01%
+999
2096
$25K ﹤0.01%
+1,250
2097
$25K ﹤0.01%
+1,170
2098
$25K ﹤0.01%
+109
2099
$25K ﹤0.01%
+461
2100
$25K ﹤0.01%
+2,100
82 83
84
85 86