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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
2776
$0 ﹤0.01%
+2
2777
– –
0
2778
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2779
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2780
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+15
2781
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0
2782
$0 ﹤0.01%
+80
2783
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+10
2784
$0 ﹤0.01%
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2785
$0 ﹤0.01%
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2786
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2787
$0 ﹤0.01%
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2788
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2789
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2790
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2791
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2792
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2793
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2794
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2795
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2796
$0 ﹤0.01%
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2797
$0 ﹤0.01%
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2798
$0 ﹤0.01%
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2799
$0 ﹤0.01%
+10
2800
$0 ﹤0.01%
+16
110 111
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