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%
+9
2527
$1K ﹤0.01%
+12
2528
$1K ﹤0.01%
+23
2529
$1K ﹤0.01%
+160
2530
$1K ﹤0.01%
+21
2531
$1K ﹤0.01%
+100
2532
$1K ﹤0.01%
+75
2533
$1K ﹤0.01%
+30
2534
$1K ﹤0.01%
+7
2535
$1K ﹤0.01%
+54
2536
$1K ﹤0.01%
+300
2537
$1K ﹤0.01%
+64
2538
$1K ﹤0.01%
+130
2539
$1K ﹤0.01%
+1,300
2540
$1K ﹤0.01%
+50
2541
$1K ﹤0.01%
+10
2542
$1K ﹤0.01%
+55
2543
$1K ﹤0.01%
+100
2544
$1K ﹤0.01%
+12
2545
$1K ﹤0.01%
+23
2546
$1K ﹤0.01%
+10
2547
$1K ﹤0.01%
+2
2548
$1K ﹤0.01%
+3
2549
$1K ﹤0.01%
+11
2550
$1K ﹤0.01%
+60