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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
2751
– –
0
2752
$0 ﹤0.01%
+2
2753
$0 ﹤0.01%
+10
2754
$0 ﹤0.01%
+25
2755
$0 ﹤0.01%
+1
2756
$0 ﹤0.01%
+38
2757
$0 ﹤0.01%
+10
2758
$0 ﹤0.01%
+2
2759
$0 ﹤0.01%
+15
2760
$0 ﹤0.01%
+51
2761
$0 ﹤0.01%
+200
2762
$0 ﹤0.01%
+105
2763
$0 ﹤0.01%
+8
2764
$0 ﹤0.01%
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2765
$0 ﹤0.01%
+50
2766
$0 ﹤0.01%
+2
2767
$0 ﹤0.01%
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2768
$0 ﹤0.01%
+6
2769
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0
2770
$0 ﹤0.01%
+4
2771
$0 ﹤0.01%
+200
2772
$0 ﹤0.01%
+10
2773
– –
0
2774
$0 ﹤0.01%
+47
2775
$0 ﹤0.01%
+2
109 110
111
112 113