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
2426
$14K ﹤0.01%
+300
2427
$14K ﹤0.01%
+1,500
2428
$14K ﹤0.01%
+117
2429
$14K ﹤0.01%
+900
2430
$14K ﹤0.01%
+875
2431
$14K ﹤0.01%
+250
2432
$14K ﹤0.01%
+887
2433
$14K ﹤0.01%
+514
2434
$14K ﹤0.01%
+348
2435
$14K ﹤0.01%
+2,540
2436
$14K ﹤0.01%
+205
2437
$14K ﹤0.01%
+218
2438
$14K ﹤0.01%
+625
2439
$13K ﹤0.01%
+99
2440
$13K ﹤0.01%
+106
2441
$13K ﹤0.01%
+210
2442
$13K ﹤0.01%
+315
2443
$13K ﹤0.01%
+500
2444
$13K ﹤0.01%
+85
2445
$13K ﹤0.01%
+3,500
2446
$13K ﹤0.01%
+358
2447
$13K ﹤0.01%
+98
2448
$13K ﹤0.01%
+477
2449
$13K ﹤0.01%
+400
2450
$13K ﹤0.01%
+700
96 97
98
99 100