HI
Harbour Investments Portfolio holdings
AUM $3.95B
1-Year Return
13.24%
This Quarter Return
-12.55%
1 Year Return
+13.24%
3 Year Return
+47.75%
5 Year Return
–
10 Year Return
–
AUM
$1.48B
AUM Growth
–
Cap. Flow
+$1.48B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.17%
Holding
2,899
New
2,884
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$77.8M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$44.1M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$41.9M |
| 4 |
First Trust Value Line Dividend Fund
FVD
|
+$39.2M |
| 5 |
Apple
AAPL
|
+$35M |
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% |
