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
2301
$17K ﹤0.01%
+100
2302
$17K ﹤0.01%
+1,140
2303
$17K ﹤0.01%
+597
2304
$17K ﹤0.01%
+131
2305
$17K ﹤0.01%
+453
2306
$17K ﹤0.01%
+949
2307
$17K ﹤0.01%
+1,143
2308
$17K ﹤0.01%
+300
2309
$17K ﹤0.01%
+500
2310
$17K ﹤0.01%
+850
2311
$17K ﹤0.01%
+892
2312
$16K ﹤0.01%
+515
2313
$16K ﹤0.01%
+400
2314
$16K ﹤0.01%
+202
2315
$16K ﹤0.01%
+675
2316
$16K ﹤0.01%
+9
2317
$16K ﹤0.01%
+273
2318
$16K ﹤0.01%
+187
2319
$16K ﹤0.01%
+400
2320
$16K ﹤0.01%
+220
2321
$16K ﹤0.01%
+700
2322
$16K ﹤0.01%
+126
2323
$16K ﹤0.01%
+500
2324
$16K ﹤0.01%
+117
2325
$16K ﹤0.01%
+310