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
2226
$19K ﹤0.01%
+537
2227
$19K ﹤0.01%
+420
2228
$19K ﹤0.01%
+3,875
2229
$19K ﹤0.01%
+315
2230
$19K ﹤0.01%
+618
2231
$19K ﹤0.01%
+357
2232
$19K ﹤0.01%
+1,400
2233
$19K ﹤0.01%
+723
2234
$19K ﹤0.01%
+719
2235
$19K ﹤0.01%
+667
2236
$19K ﹤0.01%
+700
2237
$19K ﹤0.01%
+285
2238
$19K ﹤0.01%
+913
2239
$19K ﹤0.01%
+70
2240
$19K ﹤0.01%
+6
2241
$19K ﹤0.01%
+319
2242
$19K ﹤0.01%
+101
2243
$19K ﹤0.01%
+594
2244
$19K ﹤0.01%
+611
2245
$19K ﹤0.01%
+4,461
2246
$19K ﹤0.01%
+575
2247
$19K ﹤0.01%
+467
2248
$19K ﹤0.01%
+261
2249
$19K ﹤0.01%
+47
2250
$19K ﹤0.01%
+316