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
$1.48B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,899
New
Increased
Reduced
Closed

Top Buys

1 +$77.8M
2 +$44.1M
3 +$41.9M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$39.2M
5
AAPL icon
Apple
AAPL
+$35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.9%
2 Consumer Staples 2.94%
3 Financials 2.55%
4 Consumer Discretionary 2.55%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$1K ﹤0.01%
+31
2527
$1K ﹤0.01%
+10
2528
$1K ﹤0.01%
+22
2529
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+51
2530
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+24
2531
$1K ﹤0.01%
+62
2532
$1K ﹤0.01%
+10
2533
0
2534
$1K ﹤0.01%
+3
2535
$1K ﹤0.01%
+11
2536
$1K ﹤0.01%
+60
2537
$1K ﹤0.01%
+168
2538
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+25
2539
$1K ﹤0.01%
+24
2540
$1K ﹤0.01%
+92
2541
$1K ﹤0.01%
+200
2542
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+100
2543
$1K ﹤0.01%
+245
2544
$1K ﹤0.01%
+37
2545
$1K ﹤0.01%
+20
2546
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+2
2547
$1K ﹤0.01%
+105
2548
$1K ﹤0.01%
+45
2549
$1K ﹤0.01%
+75
2550
$1K ﹤0.01%
+13