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
2651
$1K ﹤0.01%
+100
2652
$1K ﹤0.01%
+55
2653
$1K ﹤0.01%
+37
2654
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+27
2655
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+22
2656
$1K ﹤0.01%
+425
2657
$1K ﹤0.01%
+41
2658
$1K ﹤0.01%
+20
2659
$1K ﹤0.01%
+171
2660
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+5
2661
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+139
2662
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+43
2663
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+13
2664
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+1
2665
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+80
2666
$1K ﹤0.01%
+515
2667
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+10
2668
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+200
2669
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+4
2670
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+18
2671
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+15
2672
$1K ﹤0.01%
+100
2673
$1K ﹤0.01%
+93
2674
$1K ﹤0.01%
+30
2675
$1K ﹤0.01%
+34