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
2451
$13K ﹤0.01%
+1,220
2452
$13K ﹤0.01%
+1,100
2453
$13K ﹤0.01%
+639
2454
$13K ﹤0.01%
+756
2455
$13K ﹤0.01%
+87
2456
$13K ﹤0.01%
+501
2457
$13K ﹤0.01%
+134
2458
$13K ﹤0.01%
+500
2459
$13K ﹤0.01%
+280
2460
$13K ﹤0.01%
+55
2461
$13K ﹤0.01%
+533
2462
$13K ﹤0.01%
+135
2463
$13K ﹤0.01%
+260
2464
$13K ﹤0.01%
+258
2465
$13K ﹤0.01%
+253
2466
$13K ﹤0.01%
+920
2467
$13K ﹤0.01%
+330
2468
$13K ﹤0.01%
+232
2469
$13K ﹤0.01%
+154
2470
$13K ﹤0.01%
+232
2471
$13K ﹤0.01%
+100
2472
$13K ﹤0.01%
+433
2473
$13K ﹤0.01%
+98
2474
$13K ﹤0.01%
+225
2475
$13K ﹤0.01%
+1,090