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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
2801
$0 ﹤0.01%
+23
2802
$0 ﹤0.01%
+26
2803
$0 ﹤0.01%
+40
2804
$0 ﹤0.01%
+50
2805
$0 ﹤0.01%
+2
2806
– –
0
2807
$0 ﹤0.01%
+19
2808
– –
0
2809
$0 ﹤0.01%
+50
2810
$0 ﹤0.01%
+14
2811
$0 ﹤0.01%
+14
2812
$0 ﹤0.01%
+1
2813
$0 ﹤0.01%
+1
2814
$0 ﹤0.01%
+4
2815
$0 ﹤0.01%
+3
2816
$0 ﹤0.01%
+16
2817
$0 ﹤0.01%
+2
2818
$0 ﹤0.01%
+14
2819
$0 ﹤0.01%
+2
2820
$0 ﹤0.01%
+2
2821
$0 ﹤0.01%
+2
2822
$0 ﹤0.01%
+10
2823
$0 ﹤0.01%
+1
2824
$0 ﹤0.01%
+13
2825
$0 ﹤0.01%
+1
111 112
113
114 115