HI

Harbour Investments Portfolio holdings

AUM $4.93B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
2626
$1K ﹤0.01%
+13
2627
$1K ﹤0.01%
+109
2628
$1K ﹤0.01%
+24
2629
$1K ﹤0.01%
+13
2630
$1K ﹤0.01%
+50
2631
$1K ﹤0.01%
+257
2632
$1K ﹤0.01%
+116
2633
$1K ﹤0.01%
+99
2634
$1K ﹤0.01%
+24
2635
$1K ﹤0.01%
+16
2636
$1K ﹤0.01%
+195
2637
$1K ﹤0.01%
+120
2638
$1K ﹤0.01%
+187
2639
$1K ﹤0.01%
+127
2640
$1K ﹤0.01%
+12
2641
$1K ﹤0.01%
+8
2642
$1K ﹤0.01%
+50
2643
$1K ﹤0.01%
+9
2644
$1K ﹤0.01%
+117
2645
$1K ﹤0.01%
+15
2646
$1K ﹤0.01%
+50
2647
$1K ﹤0.01%
+10
2648
$1K ﹤0.01%
+24
2649
$1K ﹤0.01%
+66
2650
$1K ﹤0.01%
+25