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
2651
$1K ﹤0.01%
+31
2652
$1K ﹤0.01%
+10
2653
$1K ﹤0.01%
+22
2654
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+51
2655
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+24
2656
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+62
2657
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+20
2658
$1K ﹤0.01%
+171
2659
$1K ﹤0.01%
+5
2660
$1K ﹤0.01%
+500
2661
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+5
2662
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+16
2663
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+13
2664
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+20
2665
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+24
2666
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+7
2667
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+20
2668
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+12
2669
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+14
2670
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+8
2671
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+59
2672
$1K ﹤0.01%
+79
2673
$1K ﹤0.01%
+12
2674
$1K ﹤0.01%
+53
2675
$1K ﹤0.01%
+40