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
2201
$20K ﹤0.01%
+80
2202
$20K ﹤0.01%
+290
2203
$20K ﹤0.01%
+822
2204
$20K ﹤0.01%
+550
2205
$20K ﹤0.01%
+626
2206
$20K ﹤0.01%
+476
2207
$20K ﹤0.01%
+2,000
2208
$20K ﹤0.01%
+699
2209
$20K ﹤0.01%
+623
2210
$20K ﹤0.01%
+5,816
2211
$20K ﹤0.01%
+481
2212
$20K ﹤0.01%
+186
2213
$20K ﹤0.01%
+207
2214
$20K ﹤0.01%
+751
2215
$20K ﹤0.01%
+511
2216
$20K ﹤0.01%
+1,491
2217
$20K ﹤0.01%
+680
2218
$20K ﹤0.01%
+165
2219
$20K ﹤0.01%
+200
2220
$20K ﹤0.01%
+1,241
2221
$20K ﹤0.01%
+832
2222
$20K ﹤0.01%
+225
2223
$19K ﹤0.01%
+374
2224
$19K ﹤0.01%
+652
2225
$19K ﹤0.01%
+787