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
2701
$1K ﹤0.01%
+11
2702
$1K ﹤0.01%
+300
2703
$1K ﹤0.01%
+201
2704
$1K ﹤0.01%
+75
2705
$1K ﹤0.01%
+30
2706
$1K ﹤0.01%
+7
2707
$1K ﹤0.01%
+54
2708
$1K ﹤0.01%
+300
2709
$0 ﹤0.01%
+6
2710
$0 ﹤0.01%
+140
2711
$0 ﹤0.01%
+60
2712
$0 ﹤0.01%
+10
2713
$0 ﹤0.01%
+2
2714
$0 ﹤0.01%
+1
2715
$0 ﹤0.01%
+14
2716
0
2717
$0 ﹤0.01%
+2
2718
$0 ﹤0.01%
+1
2719
$0 ﹤0.01%
+5
2720
$0 ﹤0.01%
+18
2721
$0 ﹤0.01%
+4
2722
$0 ﹤0.01%
+5
2723
$0 ﹤0.01%
+33
2724
$0 ﹤0.01%
+2
2725
$0 ﹤0.01%
+2