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
2676
$1K ﹤0.01%
+12
2677
$1K ﹤0.01%
+23
2678
$1K ﹤0.01%
+160
2679
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+21
2680
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+100
2681
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+9
2682
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+48
2683
$1K ﹤0.01%
+4
2684
$1K ﹤0.01%
+11
2685
$1K ﹤0.01%
+200
2686
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+200
2687
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+11
2688
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+300
2689
$1K ﹤0.01%
+201
2690
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+75
2691
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+30
2692
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+7
2693
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+54
2694
$1K ﹤0.01%
+300
2695
$1K ﹤0.01%
+64
2696
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+130
2697
$1K ﹤0.01%
+1,300
2698
$1K ﹤0.01%
+50
2699
$1K ﹤0.01%
+10
2700
$1K ﹤0.01%
+55