We are live on ! Find out more
HI

Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$84.5M
2
+$48.8M
3
+$45.1M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$40.9M
5
AAPL icon
Apple
AAPL
+$38.7M

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
2601
$1K ﹤0.01%
+12
2602
$1K ﹤0.01%
+14
2603
$1K ﹤0.01%
+8
2604
$1K ﹤0.01%
+59
2605
$1K ﹤0.01%
+79
2606
$1K ﹤0.01%
+12
2607
$1K ﹤0.01%
+53
2608
$1K ﹤0.01%
+40
2609
$1K ﹤0.01%
+61
2610
$1K ﹤0.01%
+17
2611
$1K ﹤0.01%
+13
2612
$1K ﹤0.01%
+109
2613
$1K ﹤0.01%
+195
2614
$1K ﹤0.01%
+120
2615
$1K ﹤0.01%
+187
2616
$1K ﹤0.01%
+127
2617
$1K ﹤0.01%
+12
2618
$1K ﹤0.01%
+8
2619
$1K ﹤0.01%
+50
2620
$1K ﹤0.01%
+9
2621
$1K ﹤0.01%
+117
2622
$1K ﹤0.01%
+15
2623
$1K ﹤0.01%
+50
2624
$1K ﹤0.01%
+10
2625
$1K ﹤0.01%
+24
103 104
105
106 107