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
2801
$0 ﹤0.01%
+7
2802
$0 ﹤0.01%
+10
2803
$0 ﹤0.01%
+16
2804
$0 ﹤0.01%
+23
2805
$0 ﹤0.01%
+26
2806
$0 ﹤0.01%
+40
2807
$0 ﹤0.01%
+50
2808
$0 ﹤0.01%
+2
2809
0
2810
$0 ﹤0.01%
+105
2811
$0 ﹤0.01%
+8
2812
$0 ﹤0.01%
+59
2813
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2814
0
2815
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+50
2816
$0 ﹤0.01%
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2817
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+14
2818
$0 ﹤0.01%
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2819
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2820
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2821
$0 ﹤0.01%
+3
2822
$0 ﹤0.01%
+16
2823
$0 ﹤0.01%
+2
2824
$0 ﹤0.01%
+14
2825
$0 ﹤0.01%
+2