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
2326
$16K ﹤0.01%
+400
2327
$16K ﹤0.01%
+500
2328
$16K ﹤0.01%
+208
2329
$16K ﹤0.01%
+385
2330
$16K ﹤0.01%
+500
2331
$16K ﹤0.01%
+4,417
2332
$16K ﹤0.01%
+393
2333
$16K ﹤0.01%
+1,000
2334
$16K ﹤0.01%
+853
2335
$16K ﹤0.01%
+300
2336
$16K ﹤0.01%
+153
2337
$16K ﹤0.01%
+750
2338
$16K ﹤0.01%
+348
2339
$16K ﹤0.01%
+2,325
2340
$16K ﹤0.01%
+1,408
2341
$16K ﹤0.01%
+280
2342
$16K ﹤0.01%
+1,341
2343
$16K ﹤0.01%
+404
2344
$16K ﹤0.01%
+627
2345
$16K ﹤0.01%
+2,800
2346
$16K ﹤0.01%
+240
2347
$16K ﹤0.01%
+556
2348
$16K ﹤0.01%
+120
2349
$16K ﹤0.01%
+167
2350
$16K ﹤0.01%
+1,376