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
2401
$14K ﹤0.01%
+190
2402
$14K ﹤0.01%
+531
2403
$14K ﹤0.01%
+407
2404
$14K ﹤0.01%
+150
2405
$14K ﹤0.01%
+240
2406
$14K ﹤0.01%
+700
2407
$14K ﹤0.01%
+402
2408
$14K ﹤0.01%
+264
2409
$14K ﹤0.01%
+100
2410
$14K ﹤0.01%
+95
2411
$14K ﹤0.01%
+448
2412
$14K ﹤0.01%
+324
2413
$14K ﹤0.01%
+575
2414
$14K ﹤0.01%
+851
2415
$14K ﹤0.01%
+947
2416
$14K ﹤0.01%
+1,214
2417
$14K ﹤0.01%
+322
2418
$14K ﹤0.01%
+530
2419
$14K ﹤0.01%
+300
2420
$14K ﹤0.01%
+658
2421
$14K ﹤0.01%
+140
2422
$14K ﹤0.01%
+160
2423
$14K ﹤0.01%
+375
2424
$14K ﹤0.01%
+3,050
2425
$14K ﹤0.01%
+756