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
2176
$21K ﹤0.01%
+1,065
2177
$21K ﹤0.01%
+1,457
2178
$21K ﹤0.01%
+444
2179
$21K ﹤0.01%
+314
2180
$21K ﹤0.01%
+531
2181
$21K ﹤0.01%
+1,164
2182
$21K ﹤0.01%
+836
2183
$21K ﹤0.01%
+166
2184
$21K ﹤0.01%
+113
2185
$21K ﹤0.01%
+658
2186
$21K ﹤0.01%
+115
2187
$21K ﹤0.01%
+2,072
2188
$21K ﹤0.01%
+500
2189
$21K ﹤0.01%
+2,209
2190
$21K ﹤0.01%
+700
2191
$21K ﹤0.01%
+219
2192
$21K ﹤0.01%
+370
2193
$21K ﹤0.01%
+256
2194
$21K ﹤0.01%
+821
2195
$21K ﹤0.01%
+16,700
2196
$21K ﹤0.01%
+2,607
2197
$21K ﹤0.01%
+5
2198
$21K ﹤0.01%
+4,900
2199
$21K ﹤0.01%
+479
2200
$21K ﹤0.01%
+710
86 87
88
89 90