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
2251
$19K ﹤0.01%
+274
2252
$19K ﹤0.01%
+1,284
2253
$19K ﹤0.01%
+318
2254
$19K ﹤0.01%
+855
2255
$19K ﹤0.01%
+1,350
2256
$19K ﹤0.01%
+670
2257
$19K ﹤0.01%
+160
2258
$19K ﹤0.01%
+2,035
2259
$18K ﹤0.01%
+275
2260
$18K ﹤0.01%
+432
2261
$18K ﹤0.01%
+2,295
2262
$18K ﹤0.01%
+226
2263
$18K ﹤0.01%
+556
2264
$18K ﹤0.01%
+850
2265
$18K ﹤0.01%
+184
2266
$18K ﹤0.01%
+115
2267
$18K ﹤0.01%
+608
2268
$18K ﹤0.01%
+572
2269
$18K ﹤0.01%
+1,100
2270
$18K ﹤0.01%
+216
2271
$18K ﹤0.01%
+385
2272
$18K ﹤0.01%
+1,489
2273
$18K ﹤0.01%
+390
2274
$18K ﹤0.01%
+203
2275
$18K ﹤0.01%
+1,034