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
2576
$1K ﹤0.01%
+79
2577
$1K ﹤0.01%
+4
2578
$1K ﹤0.01%
+51
2579
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+35
2580
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+24
2581
$1K ﹤0.01%
+93
2582
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+107
2583
$1K ﹤0.01%
+51
2584
$1K ﹤0.01%
+99
2585
$1K ﹤0.01%
+14
2586
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+23
2587
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+35
2588
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+34
2589
$1K ﹤0.01%
+51
2590
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+86
2591
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+24
2592
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+25
2593
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+4
2594
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+55
2595
$1K ﹤0.01%
+29
2596
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+25
2597
$1K ﹤0.01%
+23
2598
$1K ﹤0.01%
+50
2599
$1K ﹤0.01%
+11
2600
$1K ﹤0.01%
+16