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
2551
$1K ﹤0.01%
+168
2552
$1K ﹤0.01%
+25
2553
$1K ﹤0.01%
+24
2554
$1K ﹤0.01%
+92
2555
$1K ﹤0.01%
+200
2556
$1K ﹤0.01%
+100
2557
$1K ﹤0.01%
+245
2558
$1K ﹤0.01%
+37
2559
$1K ﹤0.01%
+20
2560
$1K ﹤0.01%
+2
2561
$1K ﹤0.01%
+105
2562
$1K ﹤0.01%
+45
2563
$1K ﹤0.01%
+75
2564
$1K ﹤0.01%
+13
2565
$1K ﹤0.01%
+30
2566
$1K ﹤0.01%
+21
2567
$1K ﹤0.01%
+181
2568
$1K ﹤0.01%
+42
2569
$1K ﹤0.01%
+200
2570
$1K ﹤0.01%
+50
2571
$1K ﹤0.01%
+19
2572
$1K ﹤0.01%
+38
2573
$1K ﹤0.01%
+113
2574
$1K ﹤0.01%
+15
2575
$1K ﹤0.01%
+47