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
2376
$15K ﹤0.01%
+200
2377
$15K ﹤0.01%
+665
2378
$15K ﹤0.01%
+1,416
2379
$15K ﹤0.01%
+4
2380
$15K ﹤0.01%
+214
2381
$15K ﹤0.01%
+170
2382
$15K ﹤0.01%
+1,043
2383
$15K ﹤0.01%
+115
2384
$15K ﹤0.01%
+1,032
2385
$15K ﹤0.01%
+1,422
2386
$15K ﹤0.01%
+26
2387
$15K ﹤0.01%
+260
2388
$14K ﹤0.01%
+1,177
2389
$14K ﹤0.01%
+327
2390
$14K ﹤0.01%
+1,000
2391
$14K ﹤0.01%
+377
2392
$14K ﹤0.01%
+1,077
2393
$14K ﹤0.01%
+500
2394
$14K ﹤0.01%
+91
2395
$14K ﹤0.01%
+237
2396
$14K ﹤0.01%
+535
2397
$14K ﹤0.01%
+143
2398
$14K ﹤0.01%
+100
2399
$14K ﹤0.01%
+76
2400
$14K ﹤0.01%
+197
94 95
96
97 98