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
2151
$22K ﹤0.01%
+147
2152
$22K ﹤0.01%
+415
2153
$22K ﹤0.01%
+1,024
2154
$22K ﹤0.01%
+3,840
2155
$22K ﹤0.01%
+363
2156
$22K ﹤0.01%
+906
2157
$22K ﹤0.01%
+1,356
2158
$22K ﹤0.01%
+244
2159
$22K ﹤0.01%
+211
2160
$22K ﹤0.01%
+2,000
2161
$22K ﹤0.01%
+123
2162
$22K ﹤0.01%
+383
2163
$22K ﹤0.01%
+2,712
2164
$22K ﹤0.01%
+298
2165
$22K ﹤0.01%
+269
2166
$22K ﹤0.01%
+254
2167
$22K ﹤0.01%
+1,580
2168
$22K ﹤0.01%
+600
2169
$22K ﹤0.01%
+910
2170
$21K ﹤0.01%
+1,200
2171
$21K ﹤0.01%
+523
2172
$21K ﹤0.01%
+216
2173
$21K ﹤0.01%
+243
2174
$21K ﹤0.01%
+200
2175
$21K ﹤0.01%
+380
85 86
87
88 89