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
2601
$1K ﹤0.01%
+21
2602
$1K ﹤0.01%
+152
2603
$1K ﹤0.01%
+20
2604
$1K ﹤0.01%
+3
2605
$1K ﹤0.01%
+20
2606
$1K ﹤0.01%
+12
2607
$1K ﹤0.01%
+14
2608
$1K ﹤0.01%
+8
2609
$1K ﹤0.01%
+59
2610
$1K ﹤0.01%
+79
2611
$1K ﹤0.01%
+12
2612
$1K ﹤0.01%
+53
2613
$1K ﹤0.01%
+40
2614
$1K ﹤0.01%
+61
2615
$1K ﹤0.01%
+17
2616
$1K ﹤0.01%
+13
2617
$1K ﹤0.01%
+109
2618
$1K ﹤0.01%
+24
2619
$1K ﹤0.01%
+13
2620
$1K ﹤0.01%
+50
2621
$1K ﹤0.01%
+257
2622
$1K ﹤0.01%
+116
2623
$1K ﹤0.01%
+99
2624
$1K ﹤0.01%
+24
2625
$1K ﹤0.01%
+16