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Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
2726
$0 ﹤0.01%
+9
2727
$0 ﹤0.01%
+5
2728
$0 ﹤0.01%
+5
2729
$0 ﹤0.01%
+10
2730
$0 ﹤0.01%
+5
2731
– –
0
2732
$0 ﹤0.01%
+2
2733
$0 ﹤0.01%
+10
2734
$0 ﹤0.01%
+2
2735
$0 ﹤0.01%
+4
2736
$0 ﹤0.01%
+6
2737
$0 ﹤0.01%
+6
2738
$0 ﹤0.01%
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2739
$0 ﹤0.01%
+14
2740
– –
0
2741
$0 ﹤0.01%
+2
2742
$0 ﹤0.01%
+1
2743
$0 ﹤0.01%
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2744
$0 ﹤0.01%
+18
2745
$0 ﹤0.01%
+4
2746
$0 ﹤0.01%
+5
2747
$0 ﹤0.01%
+33
2748
$0 ﹤0.01%
+2
2749
$0 ﹤0.01%
+2
2750
– –
0
108 109
110
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